# HF Advisory Services, LLC

> HF Advisory Services, LLC is a state-registered investment advisory firm, registered since 1999, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 125399
- Filed as: HF ADVISORY SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125399
- AdvisorCensus page: https://advisorcensus.com/firm/hf-advisory-services-llc-125399

## Quick answers

**How is HF Advisory Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), HF Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is HF Advisory Services, LLC registered with the SEC or a state?**
HF Advisory Services, LLC is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 125399.

**How much does HF Advisory Services, LLC manage?**
HF Advisory Services, LLC reports $20,783,591 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (0% discretionary).

**What types of clients does HF Advisory Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (17).

**Does HF Advisory Services, 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/125399

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $20,783,591
- Discretionary: $0
- Non-discretionary: $20,783,591

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $7,725,132 |
| High net worth individuals | 17 | $13,058,459 |

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

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- 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. HF Advisory Services, LLC (CRD 125399): Form ADV filing data as of October 2026.