# Hahn Financial Group

> Hahn Financial Group is an SEC-registered investment advisory firm in Sioux Falls, SD, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.

- CRD: 169787
- Filed as: HAHN FINANCIAL GROUP
- Legal name: Hahn Financial Group Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sioux Falls, SD
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169787
- AdvisorCensus page: https://advisorcensus.com/firm/hahn-financial-group-sioux-falls-sd-169787

## Quick answers

**How is Hahn Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Hahn Financial Group reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Hahn Financial Group located?**
Hahn Financial Group's principal office is in Sioux Falls, SD, according to its Form ADV.

**Is Hahn Financial Group registered with the SEC or a state?**
Hahn Financial Group is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 169787.

**How much does Hahn Financial Group manage?**
Hahn Financial Group reports $188,686,620 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary).

**How have Hahn Financial Group's assets and staff changed since 2021?**
In the Form ADV data for Hahn Financial Group: Regulatory assets under management: $63,109,413 in the October 2021 data and $188,686,620 in the October 2026 data, up 199%. Total employees: 9 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hahn Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,794); high net worth individuals (52); charitable organizations (14).

**Which custodians does Hahn Financial Group use?**
Hahn Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hahn Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169787

**What changed in Hahn Financial Group's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in WY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $188,686,620
- Discretionary: $188,686,620
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,794 | $140,800,564 |
| High net worth individuals | 52 | $42,090,532 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 14 | $5,784,647 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $10,877 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2014 (11 years)
- Employees: 16 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hahnfinancialgroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $63,109,413 | 9 | August 16, 2021 |
| October 2022 | $83,060,860 | 15 | August 15, 2022 |
| October 2023 | $97,629,951 | 15 | October 2, 2023 |
| October 2024 | $122,100,529 | 16 | September 3, 2024 |
| October 2025 | $133,906,986 | 16 | July 15, 2025 |
| October 2026 | $188,686,620 | 16 | August 5, 2026 |

Regulatory assets under management: $63,109,413 in the October 2021 data and $188,686,620 in the October 2026 data, up 199%.
Total employees: 9 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in WY.

### April 2026
- Registered or notice-filed in OK.

### March 2026
- Changed its legal name from Hahn Financial Group, Inc. to Hahn Financial Group Inc..
- Regulatory assets under management went from $171,187,706 to $188,686,620 (+10%).

### December 2025
- Regulatory assets under management went from $133,906,986 to $171,187,706 (+28%).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hahn Financial Group (CRD 169787): Form ADV filing data as of October 2026.