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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$331MItem 5.F on the latest filing (2026-03-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$331M

Private client RAUM

$331MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$166Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

167

Individual clients

5

High net worth clients

25

Custody, client assets

$190M

SEC number

801-120942

CRD

119811

Filings on the tape

16

First filed

Mar 25, 2021

Latest filed

Mar 12, 2026

Organised

Limited Liability Company, OH

• Occurred

  Mar 16, 2023
  Regulatory AUM changed

  The Mchugh Group, Llc reported RAUM $263.6M, up 82% from $144.8M (2022-10-05 to 2023-03-16)

  Form ADVobserved 5 days ago
  $119M
• Occurred

  Mar 25, 2021
  First Form ADV filing

  The Mchugh Group, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f78deabc-3040-aac6-4119-e3b4aae5d7bc

First observed

Mar 25, 2021

Last observed

Mar 12, 2026 6 months 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.