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THE H GROUP WASHINGTON, INC.

PORTLAND, OR · CRD 300464 · IAPD ↗ · 425-827-6236

$256.5MRegulatory AUM
6Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
July 2026 — THE H GROUP WASHINGTON, INC. (PORTLAND, OR) left the SEC roster (was $256.5M RAUM, 6 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
60
April 2024 — THE H GROUP WASHINGTON, INC. reported RAUM up 27% ($176.3M -> $223.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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