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HF ADVISORY GROUP, LLC

ANNAPOLIS, MD · CRD 309051 · IAPD ↗ · hfadvisorygroup.com · (410)-571-1415

$321.5MRegulatory AUM
2Advisory reps
6Employees
4Clients
1-10Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — HF ADVISORY GROUP, LLC reported RAUM up 28% ($250.4M -> $321.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
March 2025 — HF ADVISORY GROUP, LLC reported RAUM up 32% ($189.1M -> $250.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
July 2024 — HF ADVISORY GROUP, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2024 — HF ADVISORY GROUP, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — HF ADVISORY GROUP, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2024 — HF ADVISORY GROUP, LLC reported RAUM up 40% ($135.6M -> $189.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2024 — HF ADVISORY GROUP, LLC notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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