# H Group Washington

H Group Washington is a Bank / Wealth / Trust based in Portland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** Portland, OR, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** thehgroup.com
- **LinkedIn:** https://www.linkedin.com/company/the-h-group-inc

## Regulatory record

- **CRD number:** 300464
- **SEC file number:** 801-114735
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300464

## About

H Group Washington was established in 2019 as a registered investment advisor headquartered in Portland, Oregon. The firm provides investment advisory services to individuals, high-net-worth families, and other entities. Its service model spans asset management, financial planning, portfolio management, and comprehensive wealth management. The firm's investment approach centers on personalized portfolio construction and ongoing advisory relationships rather than pooled fund structures or institutional separate accounts. As a 2019 launch, H Group Washington remains a younger practice relative to established RIAs in the region. Team size and total assets under management are not publicly disclosed. H Group Washington's structural profile reflects that of a founder-led RIA rather than an institutional family office or multi-generational wealth platform. Without disclosed principals, succession architecture, or a published investment committee framework, the firm's governance remains opaque. For allocators or peer firms evaluating partnership potential, the key structural unknown is whether the firm functions as a single-advisor practice or has begun building multi-advisor continuity.

## Questions

### What investment services does H Group Washington offer?

Based on its RIA registration and stated scope, H Group Washington provides asset management, financial planning, portfolio management, and wealth management services. The firm serves individuals, high-net-worth individuals, families, and other entities. Specific portfolio construction methodologies or investment committees have not been publicly detailed.

### Is H Group Washington's AUM publicly available?

No. The firm does not publish assets under management on its website or through public regulatory databases in a verified format. As a 2019 launch without disclosed AUM, external assessment of scale or growth trajectory is not currently possible.

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Last updated: 2026-08-11T02:43:31.692Z

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