# HG Tailored Financial Services

> HG Tailored Financial Services is a state-registered investment advisory firm in Dallas, TX, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 317598
- Filed as: HG TAILORED FINANCIAL SERVICES
- Legal name: Henri Glover Tailored Financial Services, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317598
- AdvisorCensus page: https://advisorcensus.com/firm/hg-tailored-financial-services-dallas-tx-317598

## Quick answers

**How is HG Tailored Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), HG Tailored Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is HG Tailored Financial Services located?**
HG Tailored Financial Services' principal office is in Dallas, TX, according to its Form ADV.

**Is HG Tailored Financial Services registered with the SEC or a state?**
HG Tailored Financial Services is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317598.

**How much does HG Tailored Financial Services manage?**
HG Tailored Financial Services reports $79,264,656 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary).

**What types of clients does HG Tailored Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (292); high net worth individuals (20).

**Does HG Tailored Financial Services 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/317598

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $79,264,656
- Discretionary: $79,264,656
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 292 | $53,664,161 |
| High net worth individuals | 20 | $25,600,495 |
| 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
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hgloverfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HG Tailored Financial Services (CRD 317598): Form ADV filing data as of October 2026.