Bank / Wealth / Trust

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HF Advisory Group

HF Advisory Group registered as an investment advisor in 2009 and maintains its headquarters in Annapolis, Maryland. The firm structures its advisory business...

HF Advisory Group logo

HF Advisory Group

HF Advisory Group registered as an investment advisor in 2009 and maintains its headquarters in Annapolis, Maryland. The firm structures its advisory business around financial planning, estate planning, and portfolio management, targeting a client base that spans individuals, high-net-worth households, corporations, and other business entities. Its foundational operator and the origin of its initial client base are not disclosed in available public records. The firm's investment strategy is delivered through a registered investment advisor framework rather than a fund structure. Its public Form ADV filings indicate a broad wealth-management mandate rather than a concentrated sector focus, offering asset allocation across traditional liquid markets. Specific portfolio allocations, named positions, or external manager relationships are not published by the firm. Annapolis serves as the sole disclosed advisory hub, and the firm's geographic reach appears limited to its Mid-Atlantic client base. No AUM figure, team headcount, or total deployment metric is publicly disclosed. The firm does not operate publicly named philanthropic foundations, co-investment vehicles, or real-asset operating arms. There is no record of a club membership or adjacent business entity. HF Advisory Group's structural position is that of a traditional, local RIA — not a hybrid allocator, direct investor, or multi-family office platform. Its regulatory posture under the SEC Investment Advisers Act of 1940 defines its operational perimeter, with an apparent succession or governance structure that remains entirely private.

General information

Firm type

Bank / Wealth / Trust

Year founded

2009

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Annapolis

Corporate office

Annapolis, MD, United States

Frequently asked questions

What services does HF Advisory Group offer?

The firm provides investment advisory services including financial planning, estate planning, and portfolio management. Its client base includes individuals, high-net-worth individuals, corporations, and business entities, per its regulatory filings.

How large is HF Advisory Group in assets under management?

HF Advisory Group does not publicly disclose its assets under management. No Form ADV filing containing a recent AUM figure is available, and the firm has not published a deployment or asset figure in any public forum.

Does HF Advisory Group run a fund structure or direct investment vehicle?

No. HF Advisory Group operates as a registered investment advisor delivering wealth management and advisory services, not as a fund manager or direct investment firm. There is no publicly named fund, SPV, or co-investment vehicle associated with the firm.

Where does HF Advisory Group source its clients?

The firm is headquartered in Annapolis, Maryland, and its client base appears concentrated in the Mid-Atlantic region. It has not disclosed additional offices, and its regulatory filings describe a local wealth-management practice serving individuals and business entities.

Who founded HF Advisory Group and who manages it today?

No named principals, founders, or key investment decision-makers are disclosed in the firm's public regulatory filings or its website. The operational leadership team remains private.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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