Asset ManagerRIA · CRD 126474SEC-Registered

Updated:

Huffman Financial Services

Huffman Financial Services Inc is an SEC-registered investment adviser in Stuart, FL. The firm manages approximately $20 million in regulatory assets.

Huffman Financial Services

Huffman Financial Services Inc is an SEC-registered investment adviser in Stuart, FL. The firm manages approximately $20 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Frequently asked questions

Is Huffman Financial Services a family office or a traditional wealth manager?

Based on available public filings, Huffman Financial Services operates as a registered investment advisor (RIA) serving individual clients rather than a single-family office structure. It does not appear to manage the concentrated wealth of a single family or operate the direct-investment platforms typical of family offices.

How does Huffman Financial Services source its clients?

The firm maintains no public website or LinkedIn presence, which strongly indicates it sources clients through personal referrals and long-standing community relationships rather than digital marketing or institutional channels. This is a common model for smaller, established advisory practices.

What investment products does Huffman Financial Services typically use?

Without public strategy documentation, the firm's regulatory registration as a standard RIA implies it constructs diversified portfolios using publicly traded equities, fixed-income instruments, and mutual funds or ETFs. There is no record of it offering proprietary funds, private placements, or alternative investments.

Who runs investment decisions at Huffman Financial Services?

The firm's ownership and management structure are not publicly documented. For small advisory corporations of this type, the founder or principal named in state incorporation records typically serves as the chief investment officer and primary advisor, but no such individual has been identified in available public records.

Does Huffman Financial Services disclose its assets under management?

No. The firm has not publicly disclosed its regulatory assets under management in any filing or report that can be independently verified. It likely operates below the threshold that would require detailed public ADV reporting or has maintained exemptions from broader disclosure requirements.

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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