← Tributary

THE H GROUP, INC.

PORTLAND, OR · CRD 106801 · IAPD ↗ · thehgroup.com · 503-292-5853

$580.1MRegulatory AUM
11Advisory reps
15Employees
0Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
July 2026 — THE H GROUP, INC. (PORTLAND, OR) left the SEC roster (was $580.1M RAUM, 11 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
48
April 2025 — THE H GROUP, INC. reported RAUM down 25% ($778.2M -> $580.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.