This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$189MItem 5.F on the latest filing (2026-08-05); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$189M

Private client RAUM

$183MderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

9

RAUM per advisor

$21.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

16

Advisory employees

9

Offices

0Schedule D 1.F, beyond the principal office

Accounts

3,363

Individual clients

1,794

High net worth clients

52

Custody, client assets

$165M

SEC number

801-80401

CRD

169787

Filings on the tape

67

First filed

Sep 22, 2014

Latest filed

Aug 5, 2026

Organised

Corporation, SD

Website

hahnfinancialgroup.com

• Occurred

  Jan 15, 2018
  Regulatory AUM changed

  Hahn Financial Group reported RAUM $36.6M, down 82% from $207.4M (2017-06-27 to 2018-01-15)

  Form ADVobserved 4 days ago
  $-171M
• Occurred

  Sep 22, 2014
  First Form ADV filing

  Hahn Financial Group, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2e75f11b-512a-cb23-2f50-2df31b421565

First observed

Sep 22, 2014

Last observed

Aug 5, 2026 45 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.