# The McHugh Group, LLC

> The McHugh Group, LLC is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 119811
- Filed as: THE MCHUGH GROUP, LLC
- Also doing business as: TERRENCE P. MCHUGH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/119811
- AdvisorCensus page: https://advisorcensus.com/firm/the-mchugh-group-llc-119811

## Quick answers

**How is The McHugh Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The McHugh Group, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does The McHugh Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 12, 2026 states: Asset-based fee: 1.5% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is The McHugh Group, LLC registered with the SEC or a state?**
The McHugh Group, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 119811.

**How much does The McHugh Group, LLC manage?**
The McHugh Group, LLC reports $331,341,910 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have The McHugh Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for The McHugh Group, LLC: Regulatory assets under management: $118,895,967 in the October 2021 data and $331,341,910 in the October 2026 data, up 179%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The McHugh Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (5).

**Which custodians does The McHugh Group, LLC use?**
The McHugh Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does The McHugh Group, 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/119811

**Does The McHugh Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "There is no account minimum for any of MG’s services."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Asset-based fee: 1.5% of assets a year

> Total Assets Under Management Annual Fees All Assets 1.50%

- Account minimum: None

> There is no account minimum for any of MG’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $331,341,910
- Discretionary: $331,341,910
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,719,267 |
| High net worth individuals | 25 | $328,622,643 |
| 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $118,895,967 | 1 | May 28, 2021 |
| October 2022 | $144,800,000 | 1 | March 11, 2022 |
| October 2023 | $263,586,655 | 1 | March 16, 2023 |
| October 2024 | $279,545,850 | 1 | May 17, 2024 |
| October 2025 | $308,953,000 | 1 | July 18, 2025 |
| October 2026 | $331,341,910 | 1 | March 12, 2026 |

Regulatory assets under management: $118,895,967 in the October 2021 data and $331,341,910 in the October 2026 data, up 179%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The McHugh Group, LLC (CRD 119811): Form ADV filing data as of October 2026.