Adviser Profile
| As of Date | 07/16/2026 |
| Registration status | Registration Changed to HODGE FINANCIAL SERVICES, LLC |
| Contact Info | 603 xxxxxxx |
| AUM* | 19,721,058 -88% |
| of that, discretionary | 19,721,058 -88% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 636,163 -82% |
| % High Net Worth | 17.39% 100% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
165M
141M
118M
94M
71M
47M
24M
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
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| 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 SPRINKLE FINANCIAL CONSULTANTS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM926.1m | #Funds- | |
| Adviser SNOW FINANCIAL MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM97.6m | #Funds- | |
| Adviser ENTRUST WEALTH ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM367.5m | #Funds- | |
| Adviser COGENT STRATEGIC WEALTH LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM336.0m | #Funds- | |
| Adviser LOUNTZIS ASSET MANAGEMENT, LLC | Hedge Fund10.1m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV10.1m | AUM624.1m | #Funds1 | |
| Adviser LEXION CAPITAL MANAGEMENT LP | Hedge Fund4.8m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV4.8m | AUM87.9m | #Funds1 | |
| Adviser JDH 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- | AUM494.9m | #Funds- | |
| Adviser GHP INVESTMENT ADVISORS INC | Hedge Fund10.1m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV10.1m | AUM3.1b | #Funds1 | |
| Adviser KENNICOTT CAPITAL MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM323.9m | #Funds- | |
| Adviser EDGE 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- | AUM827.2m | #Funds- |