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H FINANCIAL MANAGEMENT

CANONSBURG, PA · CRD 148209 · IAPD ↗ · hfinancialmanagement.com · 724-745-9406

$621.9MRegulatory AUM
6Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — H FINANCIAL MANAGEMENT notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — H FINANCIAL MANAGEMENT notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2025 — H FINANCIAL MANAGEMENT crossed $500M in regulatory AUM ($460.2M -> $533.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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