# Hamrick Financial, LLC

> Hamrick Financial, LLC is a state-registered investment advisory firm, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 148587
- Filed as: HAMRICK FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148587
- AdvisorCensus page: https://advisorcensus.com/firm/hamrick-financial-llc-148587

## Quick answers

**How is Hamrick Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hamrick Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Hamrick Financial, LLC registered with the SEC or a state?**
Hamrick Financial, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 148587.

**How much does Hamrick Financial, LLC manage?**
Hamrick Financial, LLC reports $59,991,597 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (0% discretionary).

**What types of clients does Hamrick Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (105); high net worth individuals (21).

**Does Hamrick Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148587

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $59,991,597
- Discretionary: $0
- Non-discretionary: $59,991,597

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 105 | $24,602,079 |
| High net worth individuals | 21 | $35,389,518 |
| 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 | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hamrick Financial, LLC (CRD 148587): Form ADV filing data as of October 2026.