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HACKMAN FINANCIAL GROUP

CINCINNATI, OH · CRD 282027 · IAPD ↗ · hackmanfinancial.com · (513) 891-5300

$426.7MRegulatory AUM
6Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — HACKMAN FINANCIAL GROUP notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
May 2026 — HACKMAN FINANCIAL GROUP reported RAUM up 27% ($336.5M -> $426.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
December 2025 — HACKMAN FINANCIAL GROUP notice-filed in NH, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2024 — HACKMAN FINANCIAL GROUP notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2024 — HACKMAN FINANCIAL GROUP reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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