RIA Intel›Advisers›Illinois›GREG HODGES FINANCIAL ADVISORY

GREG HODGES FINANCIAL ADVISORY

Advisory

IL

Data as of Jan 30, 2026 · Source: SEC Form ADV

Rank in IL

#1,470

of 1,719 advisers by AUM

Average account

$594K

across 26 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$0

Non-Discretionary AUM$15M

Discretionary %0%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

26 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

PAULSON INVESTMENT COMPANY, LLC

$15M

CHADY, RUTH AUER

$16M

ELITE FOCUS PRIVATE WEALTH, LLC

$15M

HAVEN FINANCIAL SOLUTIONS, INC

$15M

BRIDGFORD WEALTH ADVISORY, LLC

ROCK ISLAND, IL

$15M

KIRCHNER FINANCIAL GROUP LLC

$16M

Get the full picture on GREG HODGES FINANCIAL ADVISORY

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GREG HODGES FINANCIAL ADVISORY and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans