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HPA Financial Group
HPA Financial Group, LLC is a state-registered investment adviser with approximately $18 million in regulatory assets under management. The firm has 1...
Overview
HPA Financial Group, LLC is a state-registered investment adviser with approximately $18 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Reston
Corporate office
Reston, Virginia, United States
Frequently asked questions
Does HPA Financial Group manage proprietary funds?
No. Based on its regulatory filings and service descriptions, HPA constructs client portfolios using third-party money managers and individual securities rather than offering in-house commingled vehicles. The firm's value proposition centers on allocation, coordination, and risk management, not proprietary asset management.
Is HPA Financial Group a fiduciary?
Yes, on the investment-advisory side. As a registered investment advisor, HPA is held to the fiduciary standard under the Investment Advisers Act of 1940, meaning it must act in its clients' best interests. The insurance-brokerage arm operates under a suitability standard, which is a different regulatory framework — a distinction that clients and co-investors should understand when engaging the firm across both capacities.
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