# HFM Investment Advisors, Inc.

> 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.

- CRD: 115799
- Filed as: HFM INVESTMENT ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115799
- AdvisorCensus page: https://advisorcensus.com/firm/hfm-investment-advisors-inc-115799

## Quick answers

**How is HFM Investment Advisors, Inc. compensated?**
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).

**How much does HFM Investment Advisors, Inc. charge?**
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.

**Is HFM Investment Advisors, Inc. registered with the SEC or a state?**
HFM Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 115799.

**How much does HFM Investment Advisors, Inc. manage?**
HFM Investment Advisors, Inc. reports $493,085,991 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary).

**How have HFM Investment Advisors, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does HFM Investment Advisors, Inc. serve?**
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).

**Which custodians does HFM Investment Advisors, Inc. use?**
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.

**Does HFM Investment 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/115799

**Does HFM Investment Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated May 27, 2026 says: "We do not have a minimum account size requirement."

**What changed in HFM Investment Advisors, Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 1 to 2.

## 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 May 27, 2026)

- Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it)

> 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.

- Account minimum: None

> We do not have a minimum account size requirement.

- Hourly rate: $200 an hour (Financial Planning)

> 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.

- Flat fee: $750 to $15,000 (Financial Planning)

> The fixed fee can range from $ 750.00 to $15,000.00.

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: $493,085,991
- Discretionary: $493,085,991
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 91 | $102,043,915 |
| High net worth individuals | 127 | $381,853,288 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $9,188,788 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, MA, MD, NC, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [hfminvestmentadvisors.com](https://hfminvestmentadvisors.com)
- LinkedIn @stephenhydede

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $428,840,747 | 2 | February 8, 2021 |
| October 2022 | $480,148,458 | 1 | July 7, 2022 |
| October 2023 | $414,369,514 | 1 | January 24, 2023 |
| October 2024 | $466,539,121 | 1 | January 24, 2024 |
| October 2025 | $483,610,179 | 1 | February 14, 2025 |
| October 2026 | $493,085,991 | 2 | May 27, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HFM Investment Advisors, Inc. (CRD 115799): Form ADV filing data as of October 2026.