DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Hf Advisory Group, LLC
Latest filing Mar 10, 2026
First filing on the tape Apr 28, 2022 · 24 filings
SEC status approved since May 31, 2022
RAUM
$322M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$322M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$161M
derived; firm RAUM over IAPD count
Employees
6
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$322M as of Mar 10, 2026
Jan 24, 2023$136M then
HNW client RAUM$201M as of Mar 10, 2026
Jan 24, 2023$61.0M then
State-registered IARs (5.B.3)2 as of Mar 10, 2026
Jan 24, 20233 then
Employees (5.A)6 as of Mar 10, 2026
Jan 24, 20234 then
Private funds: no history
RAUM +28% over the last fiscal year+33% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 10, 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
- RAUM per advisor
- $161MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 230derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.0MderivedHNW RAUM over HNW clients
- Average account
- $247,121derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +14%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $104M, 267 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$201M62%
- Individuals$121M38%
- Individual clients
- 361reported
- HNW clients
- 99reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 1,301reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $104M for 267 clientsreported
- Compensation
- % of AUM, fixed, 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
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Marianne Rechelle Durham | Annapolis, Md | Mar 24, 2021 | 14 y | 4 |
| Raymond Lee HobsonCertified Financial Planner | Annapolis, Md | Apr 22, 2021 | 32 y | 5 |
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 headcount2 left over 36 months
Left, latest
- Corey Amanda Truss to Navy Federal Investment Services, LLCFeb 20, 2025 · RIA to affiliated broker-dealer or bank
- Sharyl Lee Schultz to Redhawk Wealth Advisors, Inc.Sep 27, 2024 · RIA to RIA
Joined, latest
- Sharyl Lee Schultz from Redhawk Wealth Advisors, Inc.Jul 1, 2021 · RIA to RIA
- Raymond Lee Hobson from The InstituteApr 22, 2021 · RIA to RIA
- Marianne Rechelle Durham from Silversage AdvisorsMar 24, 2021 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lee Raymond Hobson · Managing Member & Chief Compliance Officercontrolsince 01/2009 · owns 75% or more
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 |
|---|---|---|---|---|---|
| Annapolis, Md · principal | 2 | 0 | 0 | ||
| Annandale, Mn | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 1,063 to 1,301Feb 21, 2025 to Mar 10, 2026
- HNW clients · 78 to 99Feb 21, 2025 to Mar 10, 2026
- Individual clients · 324 to 361Feb 21, 2025 to Mar 10, 2026
- Assets in custody · $63.4M to $104MFeb 21, 2025 to Mar 10, 2026
- Discretionary RAUM · $250M to $322MFeb 21, 2025 to Mar 10, 2026
- HNW RAUM · $159M to $201MFeb 21, 2025 to Mar 10, 2026
- Individual RAUM · $91.8M to $121MFeb 21, 2025 to Mar 10, 2026
- RAUM · $250M to $322MFeb 21, 2025 to Mar 10, 2026
- Accounts · 1,013 to 1,063Jan 16, 2025 to Feb 21, 2025
- Advisory employees · 3 to 2Jan 16, 2025 to Feb 21, 2025
- HNW clients · 42 to 78Jan 16, 2025 to Feb 21, 2025
- Individual clients · 407 to 324Jan 16, 2025 to Feb 21, 2025
- Assets in custody · $79.5M to $63.4MJan 16, 2025 to Feb 21, 2025
- Employees · 4 to 6Jan 16, 2025 to Feb 21, 2025
- Financial planning clients · 1-10 to 1-10Jan 16, 2025 to Feb 21, 2025
- State-registered IARs · 3 to 2Jan 16, 2025 to Feb 21, 2025
- Discretionary RAUM · $189M to $250MJan 16, 2025 to Feb 21, 2025
- HNW RAUM · $94.1M to $159MJan 16, 2025 to Feb 21, 2025
- Individual RAUM · $95.0M to $91.8MJan 16, 2025 to Feb 21, 2025
- RAUM · $189M to $250MJan 16, 2025 to Feb 21, 2025
- Advisory employees · 4 to 3Jun 13, 2024 to Sep 27, 2024
- Employees · 5 to 4Jun 13, 2024 to Sep 27, 2024
- State-registered IARs · 4 to 3Jun 13, 2024 to Sep 27, 2024
- Other offices · 2 to 1Jun 13, 2024 to Sep 27, 2024
- Advisory employees · 3 to 4Apr 12, 2024 to Jun 13, 2024
- Employees · 4 to 5Apr 12, 2024 to Jun 13, 2024
- State-registered IARs · 3 to 4Apr 12, 2024 to Jun 13, 2024
- Accounts · 730 to 1,013Jan 24, 2024 to Mar 14, 2024
- Advisory activities · 4 to 3Jan 24, 2024 to Mar 14, 2024
- Corporate clients · 2 to 0Jan 24, 2024 to Mar 14, 2024
- HNW clients · 23 to 42Jan 24, 2024 to Mar 14, 2024
- Individual clients · 298 to 407Jan 24, 2024 to Mar 14, 2024
- Assets in custody · $26.8M to $79.5MJan 24, 2024 to Mar 14, 2024
- Discretionary RAUM · $136M to $189MJan 24, 2024 to Mar 14, 2024
- HNW RAUM · $61.0M to $94.1MJan 24, 2024 to Mar 14, 2024
- Individual RAUM · $74.2M to $95.0MJan 24, 2024 to Mar 14, 2024
- RAUM · $136M to $189MJan 24, 2024 to Mar 14, 2024
- Accounts · 535 to 730Nov 17, 2022 to Jan 24, 2023
- Corporate clients · 1 to 2Nov 17, 2022 to Jan 24, 2023
- HNW clients · 31 to 23Nov 17, 2022 to Jan 24, 2023
Signals
3 dated events
- Corey Amanda Truss left Hf Advisory Group, Llc for Navy Federal Investment Services, Llc (registered 2025-02-10)Feb 20, 2025 · Advisor changed firm · fact
- Sharyl Lee Schultz left Hf Advisory Group, Llc for Redhawk Wealth Advisors, Inc. (registered 2024-09-06)Sep 27, 2024 · Advisor changed firm · fact
- Hf Advisory Group, Llc filed its initial SEC registration (Form ADV)Apr 28, 2022 · First SEC registration · fact
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
- Business email
- service@hfadvisorygroup.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- amanda@hfadvisorygroup.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- erin@hfadvisorygroup.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- jackie@hfadvisorygroup.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- jamie@hfadvisorygroup.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- ray@hfadvisorygroup.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 410-384-4996reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 410-571-1415reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- Linkedin.com/company/3212022reportedpublic record, Form ADV, Sep 17, 2026
- Website
- hfadvisorygroup.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (410)-571-1415reportedpublic record, Form ADV, Mar 10, 2026
- Contact form
- hfadvisorygroup.com/contactreportedpublished by the firm, firm site, Sep 17, 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
- $161Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026