# HFG Advisors, Inc.

> HFG Advisors, Inc. is an SEC-registered investment advisory firm in Kennewick, WA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 316446
- Filed as: HFG ADVISORS, INC.
- Also doing business as: HFG ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kennewick, WA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316446
- AdvisorCensus page: https://advisorcensus.com/firm/hfg-advisors-inc-kennewick-wa-316446

## Quick answers

**How is HFG Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), HFG Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is HFG Advisors, Inc. located?**
HFG Advisors, Inc.'s principal office is in Kennewick, WA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is HFG Advisors, Inc. registered with the SEC or a state?**
HFG Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 316446.

**How much does HFG Advisors, Inc. manage?**
HFG Advisors, Inc. reports $113,419,403 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have HFG Advisors, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for HFG Advisors, Inc.: Regulatory assets under management: $270,964,944 in the October 2022 data and $113,419,403 in the October 2026 data, down 58%. Total employees: 6 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does HFG Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100); high net worth individuals (33).

**Which custodians does HFG Advisors, Inc. use?**
HFG Advisors, Inc.'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 HFG Advisors, Inc. 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/316446

**What changed in HFG Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $221,379,574 to $113,419,403 (-49%).

## From the Form ADV filing

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

### 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: $113,419,403
- Discretionary: $113,175,443
- Non-discretionary: $243,960

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $33,980,545 |
| High net worth individuals | 33 | $79,005,936 |
| Charitable organizations | Fewer than 5 | $432,922 |

### 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
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Berkeley, CA
- Roseburg, OR

### Websites listed on Form ADV (Item 1.I)
- hfgtrust.com
- Facebook @HFGTrust
- Instagram @hfg.trust
- LinkedIn @hfgtrust

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $270,964,944 | 6 | August 31, 2022 |
| October 2023 | $253,679,375 | 8 | June 8, 2023 |
| October 2024 | $250,160,836 | 7 | March 16, 2024 |
| October 2025 | $221,379,574 | 7 | March 20, 2025 |
| October 2026 | $113,419,403 | 7 | March 16, 2026 |

Regulatory assets under management: $270,964,944 in the October 2022 data and $113,419,403 in the October 2026 data, down 58%.
Total employees: 6 in October 2022 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $221,379,574 to $113,419,403 (-49%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HFG Advisors, Inc. (CRD 316446): Form ADV filing data as of October 2026.