DFX Intelligence
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SEC-registered adviser
H•••••• F•••••••• G••••• L••
Latest filing Feb 26, 2026
First filing on the tape May 23, 2025 · 3 filings
SEC status approved since May 30, 2025
RAUM
$159M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$159M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$53.0M
derived; firm RAUM over IAPD count
Employees
7
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$159M as of Feb 26, 2026
May 23, 2025$133M then
HNW client RAUM$106M as of Feb 26, 2026
May 23, 2025$33.3M then
State-registered IARs (5.B.3)3 as of Feb 26, 2026
May 23, 20252 then
Employees (5.A)7 as of Feb 26, 2026
May 23, 20256 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Feb 26, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $53.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 84derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $224,132derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$106M66%
- Individuals$53.4M34%
- Corporations and businesses$227,4930.1%
- Individual clients
- 206reported
- HNW clients
- 46reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 710reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| S•••• G•••• H••••••Certified Financial Planner | Wimberley, Tx | Oct 12, 2006 | 30 y | 1 |
| E••• N••• D••••• | Longview, Tx | Oct 17, 2022 | 13 y | 1 |
| D••••• J•••• V•••••••• | Wimberley, Tx | Jul 19, 2024 | 12 y | 4 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- D••••• J•••• V•••••••• to C•••••• S••••• • C••• I•••Aug 5, 2016 · RIA to affiliated broker-dealer or bank
Joined, latest
- D••••• J•••• V•••••••• from W•••• F•••• A•••••••Jul 19, 2024 · Wirehouse to independent RIA
- E••• N••• D••••• from A••••••••• F•••••••• S•••••••• L••Oct 17, 2022 · Affiliated broker-dealer or bank to independent RIA
- D••••• J•••• V•••••••• from W•••••• • R•••Jun 25, 2015 · Other
- S•••• G•••• H•••••• from E•••••••• A•••••••• L••Oct 12, 2006 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D•••••• E•••• N••• · Managing Membercontrolsince 11/2022 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Wimberley, Tx · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 641 to 710Jan 12, 2026 to Feb 26, 2026
- Charity clients · 2.0 to unsetJan 12, 2026 to Feb 26, 2026
- Corporate clients · unset to 2.0Jan 12, 2026 to Feb 26, 2026
- HNW clients · 19 to 46Jan 12, 2026 to Feb 26, 2026
- Individual clients · 230 to 206Jan 12, 2026 to Feb 26, 2026
- Employees · 6 to 7Jan 12, 2026 to Feb 26, 2026
- Insurance-licensed employees · 0 to 1Jan 12, 2026 to Feb 26, 2026
- State-registered IARs · 2 to 3Jan 12, 2026 to Feb 26, 2026
- Discretionary RAUM · $133M to $159MJan 12, 2026 to Feb 26, 2026
- HNW RAUM · $33.3M to $106MJan 12, 2026 to Feb 26, 2026
- Individual RAUM · $100.0M to $53.4MJan 12, 2026 to Feb 26, 2026
- RAUM · $133M to $159MJan 12, 2026 to Feb 26, 2026
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/hackett-financial-group-LLCreportedpublic record, Form ADV, Feb 26, 2026
- Website
- H••••••FINANCIALGROUP.COMreportedpublic record, Form ADV, Feb 26, 2026
- Principal office phone
- (512) 847-0630reportedpublic record, Form ADV, Feb 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $53.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026