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HFG ADVISORS

GREENWOOD VILLAGE, CO · CRD 113511 · IAPD ↗ · hfgcolorado.com · 303-369-3800

$108.8MRegulatory AUM
4Advisory reps
4Employees
10Clients
251-500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
September 2026 — HFG ADVISORS (GREENWOOD VILLAGE, CO) left the SEC roster (was $108.8M RAUM, 4 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
95
February 2026 — HFG ADVISORS (GREENWOOD VILLAGE, CO) is newly SEC-registered with $108.8M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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