{
  "crd_number": 115799,
  "slug": "hfm-investment-advisors-inc-115799",
  "primary_business_name": "HFM INVESTMENT ADVISORS, INC.",
  "legal_name": "HFM INVESTMENT ADVISORS, INC.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-09-26",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-05-27",
  "carried_forward": false,
  "raum_total": 493085991.0,
  "raum_discretionary": 493085991.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 102043915.0,
      "count": 91
    },
    "pension_profit_sharing": {
      "raum": 9188788.0,
      "count": 2
    },
    "high_net_worth_individuals": {
      "raum": 381853288.0,
      "count": 127
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DE",
    "FL",
    "MA",
    "MD",
    "NC",
    "NJ",
    "NY",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://hfminvestmentadvisors.com",
    "https://linkedin.com/in/stephenhydede"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115799",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/hfm-investment-advisors-inc-115799",
  "display_name": "HFM Investment Advisors, Inc.",
  "summary": "HFM Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.",
  "citation": "AdvisorCensus. HFM Investment Advisors, Inc. (CRD 115799): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is HFM Investment Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), HFM Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does HFM Investment Advisors, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated May 27, 2026 states: Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it); Hourly rate: $200 an hour (Financial Planning); Flat fee: $750 to $15,000 (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is HFM Investment Advisors, Inc. registered with the SEC or a state?",
      "a": "HFM Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 115799."
    },
    {
      "q": "How much does HFM Investment Advisors, Inc. manage?",
      "a": "HFM Investment Advisors, Inc. reports $493,085,991 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have HFM Investment Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for HFM Investment Advisors, Inc.: Regulatory assets under management: $428,840,747 in the October 2021 data and $493,085,991 in the October 2026 data, up 15%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does HFM Investment Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (127); individuals (other than high net worth individuals) (91); pension and profit sharing plans (but not the plan participants or government pension plans) (2)."
    },
    {
      "q": "Which custodians does HFM Investment Advisors, Inc. use?",
      "a": "HFM Investment 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."
    },
    {
      "q": "Does HFM Investment Advisors, Inc. report any disciplinary disclosures?",
      "a": "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/115799"
    },
    {
      "q": "Does HFM Investment Advisors, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 27, 2026 says: \"We do not have a minimum account size requirement.\""
    },
    {
      "q": "What changed in HFM Investment Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Employees performing advisory functions went from 1 to 2."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 428840747.0,
      "total_employees": 2,
      "filing_date": "2021-02-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 480148458.0,
      "total_employees": 1,
      "filing_date": "2022-07-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 414369514.0,
      "total_employees": 1,
      "filing_date": "2023-01-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 466539121.0,
      "total_employees": 1,
      "filing_date": "2024-01-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 483610179.0,
      "total_employees": 1,
      "filing_date": "2025-02-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 493085991.0,
      "total_employees": 2,
      "filing_date": "2026-05-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 an hour (Financial Planning)",
      "Flat fee: $750 to $15,000 (Financial Planning)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Our standard advisory fee is based on the market value of the assets under advisement and will range between 0.25% and 1.25%, depending on the situation, complexity, and services provided."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size requirement."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 an hour (Financial Planning)"
        ],
        "quotes": [
          "Financial Planning will generally be offered on a fixed fee basis. In special circumstances it may be offered on an hourly basis at a rate of $200.00 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $750 to $15,000 (Financial Planning)"
        ],
        "quotes": [
          "The fixed fee can range from  $ 750.00 to  $15,000.00."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        1.25
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial Planning"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 750.0,
          "max": 15000.0,
          "period": "one_time",
          "service": "Financial Planning"
        }
      ]
    },
    "quotes": [
      "Our standard advisory fee is based on the market value of the assets under advisement and will range between 0.25% and 1.25%, depending on the situation, complexity, and services provided.",
      "We do not have a minimum account size requirement.",
      "Financial Planning will generally be offered on a fixed fee basis. In special circumstances it may be offered on an hourly basis at a rate of $200.00 per hour.",
      "The fixed fee can range from  $ 750.00 to  $15,000.00."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/hfm-investment-advisors-inc-115799.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 91,
      "fewer_than_5": false,
      "raum": 102043915.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 127,
      "fewer_than_5": false,
      "raum": 381853288.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 9188788.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115799",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}