# Hungerford Financial LLC

> Hungerford Financial LLC is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 249789
- Filed as: HUNGERFORD FINANCIAL LLC
- Legal name: Hanc Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/249789
- AdvisorCensus page: https://advisorcensus.com/firm/hungerford-financial-llc-grand-rapids-mi-249789

## Quick answers

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

**Where is Hungerford Financial LLC located?**
Hungerford Financial LLC's principal office is in Grand Rapids, MI, according to its Form ADV.

**Is Hungerford Financial LLC registered with the SEC or a state?**
Hungerford Financial LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 249789.

**How much does Hungerford Financial LLC manage?**
Hungerford Financial LLC reports $492,087,918 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (93% discretionary).

**How have Hungerford Financial LLC's assets and staff changed since 2021?**
In the Form ADV data for Hungerford Financial LLC: Regulatory assets under management: $252,608,491 in the October 2021 data and $492,087,918 in the October 2026 data, up 95%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hungerford Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (191); high net worth individuals (94); charitable organizations (35).

**Which custodians does Hungerford Financial LLC use?**
Hungerford Financial LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Schwab Charitable as custodians holding 10% or more of its separately managed account assets.

**Does Hungerford 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 SEC record: https://adviserinfo.sec.gov/firm/summary/249789

**What changed in Hungerford Financial LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $378,295,537 to $492,087,918 (+30%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Schwab Charitable

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: $492,087,918
- Discretionary: $456,679,942
- Non-discretionary: $35,407,976

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 191 | $71,448,574 |
| High net worth individuals | 94 | $289,663,654 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 22 | $35,407,976 |
| Charitable organizations | 35 | $92,446,012 |
| Corporations or other businesses not listed above | 7 | $3,121,702 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hungerfordfinancial.com
- LinkedIn @hungerford-financial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $252,608,491 | 3 | April 22, 2021 |
| October 2022 | $221,448,754 | 4 | March 21, 2022 |
| October 2023 | $250,713,073 | 4 | March 1, 2023 |
| October 2024 | $308,819,845 | 4 | March 29, 2024 |
| October 2025 | $378,295,537 | 4 | March 26, 2025 |
| October 2026 | $492,087,918 | 5 | July 31, 2026 |

Regulatory assets under management: $252,608,491 in the October 2021 data and $492,087,918 in the October 2026 data, up 95%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $378,295,537 to $492,087,918 (+30%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hungerford Financial LLC (CRD 249789): Form ADV filing data as of October 2026.