# Huffman Financial Services Inc

> Huffman Financial Services Inc is a state-registered investment advisory firm in Stuart, FL, registered since 1993, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 13, 2025.

- CRD: 126474
- Filed as: HUFFMAN FINANCIAL SERVICES INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Stuart, FL
- Filing period: October 2026
- Form ADV filing dated: March 13, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126474
- AdvisorCensus page: https://advisorcensus.com/firm/huffman-financial-services-inc-stuart-fl-126474

## Quick answers

**How is Huffman Financial Services Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Huffman Financial Services Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Huffman Financial Services Inc located?**
Huffman Financial Services Inc's principal office is in Stuart, FL, according to its Form ADV.

**Is Huffman Financial Services Inc registered with the SEC or a state?**
Huffman Financial Services Inc is a state-registered investment advisory firm, registered since 1993. Status as filed: APPROVED. CRD 126474.

**How much does Huffman Financial Services Inc manage?**
Huffman Financial Services Inc reports $20,090,381 in regulatory assets under management in its Form ADV filing dated March 13, 2025 (100% discretionary).

**What types of clients does Huffman Financial Services Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (169).

**Does Huffman Financial Services Inc 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/126474

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $20,090,381
- Discretionary: $20,090,381
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 169 | $20,090,381 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1993 (33 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Huffman Financial Services Inc (CRD 126474): Form ADV filing data as of October 2026.