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HUGHES FINANCIAL SERVICES, LLC

HERNDON, VA · CRD 173195 · IAPD ↗ · h4fs.com · 703-669-3660

$759.8MRegulatory AUM
6Advisory reps
12Employees
0Clients
More than 500Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — HUGHES FINANCIAL SERVICES, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
December 2025 — HUGHES FINANCIAL SERVICES, LLC notice-filed in NE, OH, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
78
April 2025 — HUGHES FINANCIAL SERVICES, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
45
November 2024 — HUGHES FINANCIAL SERVICES, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2024 — HUGHES FINANCIAL SERVICES, LLC notice-filed in CA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
43
February 2024 — HUGHES FINANCIAL SERVICES, LLC filed an Item 4A succession naming HUGHES FINANCIAL SERVICES, LLC (CRD 173195) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
70
February 2024 — HUGHES FINANCIAL SERVICES, LLC crossed $500M in regulatory AUM ($399.8M -> $510.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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