# Hood Financial, LLC

> Hood Financial, LLC is a state-registered investment advisory firm in San Diego, CA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 301471
- Filed as: HOOD FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/301471
- AdvisorCensus page: https://advisorcensus.com/firm/hood-financial-llc-san-diego-ca-301471

## Quick answers

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

**Where is Hood Financial, LLC located?**
Hood Financial, LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Hood Financial, LLC registered with the SEC or a state?**
Hood Financial, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 301471.

**How much does Hood Financial, LLC manage?**
Hood Financial, LLC reports $14,278,544 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Hood Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44).

**Does Hood Financial, 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/301471

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $14,278,544
- Discretionary: $14,278,544
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $11,568,180 |
| High net worth individuals | Fewer than 5 | $2,710,364 |

### 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: 2019 (7 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hoodfinancial.com
- Facebook @HoodFinancial86
- LinkedIn @michael-hoodfinancial
- X @hoodfinancial86

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hood Financial, LLC (CRD 301471): Form ADV filing data as of October 2026.