# HF Advisory Group, LLC

> HF Advisory Group, LLC is an SEC-registered investment advisory firm in Annapolis, MD, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 309051
- Filed as: HF ADVISORY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Annapolis, MD
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309051
- AdvisorCensus page: https://advisorcensus.com/firm/hf-advisory-group-llc-annapolis-md-309051

## Quick answers

**How is HF Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), HF Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does HF Advisory Group, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Asset-based fee: 0.5% to 1.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is HF Advisory Group, LLC located?**
HF Advisory Group, LLC's principal office is in Annapolis, MD, according to its Form ADV.

**Is HF Advisory Group, LLC registered with the SEC or a state?**
HF Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 309051.

**How much does HF Advisory Group, LLC manage?**
HF Advisory Group, LLC reports $321,503,925 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have HF Advisory Group, LLC's assets and staff changed since 2022?**
In the Form ADV data for HF Advisory Group, LLC: Regulatory assets under management: $112,809,845 in the October 2022 data and $321,503,925 in the October 2026 data, up 185%. Total employees: 4 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does HF Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (361); high net worth individuals (99).

**Which custodians does HF Advisory Group, LLC use?**
HF Advisory Group, LLC'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 HF Advisory Group, LLC 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/309051

**Does HF Advisory Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "There is no account minimum for any of HFA Group’s services."

**What changed in HF Advisory Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $250,387,823 to $321,503,925 (+28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Asset-based fee: 0.5% to 1.75% a year (a range, as the brochure states it)

> The firm charges fees ranging from 0.5% to 1.75% for its portfolio management services.

- Account minimum: None

> There is no account minimum for any of HFA Group’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $321,503,925
- Discretionary: $321,503,925
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 361 | $120,938,104 |
| High net worth individuals | 99 | $200,565,821 |
| 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
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DC, DE, FL, GA, MD, NC, NE, NH, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hfadvisorygroup.com
- Facebook @hfadvisorygroup
- Instagram @hf.advisorygroup
- LinkedIn @3212022

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $112,809,845 | 4 | September 29, 2022 |
| October 2023 | $135,566,347 | 4 | September 22, 2023 |
| October 2024 | $189,119,492 | 4 | September 27, 2024 |
| October 2025 | $250,387,823 | 6 | February 21, 2025 |
| October 2026 | $321,503,925 | 6 | March 10, 2026 |

Regulatory assets under management: $112,809,845 in the October 2022 data and $321,503,925 in the October 2026 data, up 185%.
Total employees: 4 in October 2022 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $250,387,823 to $321,503,925 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HF Advisory Group, LLC (CRD 309051): Form ADV filing data as of October 2026.