HFM INVESTMENT ADVISORS, INC.
  • HFM INVESTMENT ADVISORS, INC.
  • HFM ADVISORS, LLC

Adviser Profile

As of Date 05/27/2026
Registration SEC, Approved, 09/26/2017
Other registrations (11)
Contact Info 302 xxxxxxx
Websites
AUM* 493,085,991 6%
of that, discretionary 493,085,991 6%
Number of Employees 2 100%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 837,158 24%
% High Net Worth 57.73% 55%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

493M 423M 352M 282M 211M 141M 70M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser IA NETWORK, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM199.5m #Funds-
Adviser BEACON FINANCIAL PLANNING, INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM397.1m #Funds-
Adviser PORTFOLIO WEALTH ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM395.5m #Funds-
Adviser NOTE ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM437.0m #Funds-
Adviser THEPARTNERS WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.2b #Funds-
Adviser TIM LOONEY INVESTMENTS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM490.3m #Funds-
Adviser THE BENDIX FINANCIAL GROUP, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM196.6m #Funds-
Adviser CARNEGIE WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM357.1m #Funds-
Adviser BLUE SUMMIT WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM211.4m #Funds-
Adviser BURRUS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM240.7m #Funds-