# Hartfield Financial & Insurance Services, Inc.

> Hartfield Financial & Insurance Services, Inc. is a state-registered investment advisory firm in Granada Hills, CA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 300408
- Filed as: HARTFIELD FINANCIAL & INSURANCE SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Granada Hills, CA
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300408
- AdvisorCensus page: https://advisorcensus.com/firm/hartfield-financial-and-insurance-services-inc-granada-hills-ca-300408

## Quick answers

**How is Hartfield Financial & Insurance Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Hartfield Financial & Insurance Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Hartfield Financial & Insurance Services, Inc. located?**
Hartfield Financial & Insurance Services, Inc.'s principal office is in Granada Hills, CA, according to its Form ADV.

**Is Hartfield Financial & Insurance Services, Inc. registered with the SEC or a state?**
Hartfield Financial & Insurance Services, Inc. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300408.

**How much does Hartfield Financial & Insurance Services, Inc. manage?**
Hartfield Financial & Insurance Services, Inc. reports $28,235,473 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).

**What types of clients does Hartfield Financial & Insurance Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (107).

**Does Hartfield Financial & Insurance Services, Inc. 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/300408

## 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: $28,235,473
- Discretionary: $28,235,473
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 107 | $28,235,473 |

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

### Firm details
- Registered since: 2019 (6 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [hartfieldfinancial.com](https://hartfieldfinancial.com)
- [hartfieldinsurance.com](https://hartfieldinsurance.com)
- X @hartfield

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hartfield Financial & Insurance Services, Inc. (CRD 300408): Form ADV filing data as of October 2026.