# HPA Financial Group

HPA Financial Group is a Multi Family Office based in Reston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Reston, United States
- **Region:** North America
- **Address:** Reston, Virginia, United States
- **Assets under management:** Undisclosed
- **Website:** hpafinancial.com

## Regulatory record

- **CRD number:** 289062
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289062

## About

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.

## 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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- [Winding Trail Financial Planning](https://altss.com/profile/winding-trail-financial-planning-llc)
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Last updated: 2026-07-06T01:24:18.394Z

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