# HF Advisory Group

HF Advisory Group is a Bank / Wealth / Trust based in Annapolis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Annapolis, United States
- **Region:** North America
- **Address:** Annapolis, MD, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** hfadvisorygroup.com
- **LinkedIn:** https://www.linkedin.com/company/hobson-financial

## Regulatory record

- **Reports private funds:** No

## About

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.

## 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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