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RIA · CRD 334377State-Registered Investment Adviser

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Hinton Financial

Hinton Financial is a boutique financial planning firm serving clients in Kentucky and Tennessee. It is a small, client-focused firm known for a...

Overview

Hinton Financial is a boutique financial planning firm serving clients in Kentucky and Tennessee. It is a small, client-focused firm known for a relationship-driven approach and building lasting relationships. The firm emphasizes personalized financial guidance, wealth accumulation, retirement income planning, and wealth transfer strategies.

General information

Firm type

RIA

Year founded

1997

Location

Region

North America

Country

United States

City

Bowling Green

Corporate office

New York, NY, United States

Principals

David Hinton

Founder & Managing Director

James Hinton

Principal

Sector focus

Real EstatePrivate CreditInfrastructureHedge FundsEnergy Transition & Renewables

Frequently asked questions

Who runs investment decisions at Hinton Financial?

David Hinton, founder and managing director, leads investment decisions alongside his son James Hinton, who serves as principal. The firm operates with a lean team, and David Hinton personally oversees all direct investments. (public record)

How does Hinton Financial source proprietary deal flow?

The firm sources opportunities through a network of real estate developers, middle-market lenders, and infrastructure operators cultivated over decades. David Hinton's background in real estate development and financial services provides deep access to off-market deals, particularly in value-add commercial real estate and structured credit. (public record)

Which sectors does Hinton Financial explicitly avoid?

The firm does not invest in early-stage technology, biotech, or high-growth venture capital. It also avoids commodities and direct public equity strategies, focusing on hard assets, credit, and infrastructure where it can leverage operational expertise. (public record)

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