RIA Intel›Advisers›Maryland›HEPNER FINANCIAL SERVICES, LLC

HEPNER FINANCIAL SERVICES, LLC

Advisory

MD

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account

$226K

across 171 accounts

AUM per adviser

$39M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients43

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

43 clients

13 high-net-worth

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

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Advisers of similar size in MD

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

FHL INVESTMENT MANAGEMENT COMPANY, LLC

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CHARLES STREET ASSET MANAGEMENT, INC.

$38M

CROSS KEYS ASSET MANAGEMENT INC

$40M

ELITE FINANCIAL GROUP, INC.

GAITHERSBURG, MD

$40M

M. CUTLER FIDUCIARY SERVICES, LLC

$37M

SCHIFF WEALTH ADVISORS, LLC

$40M

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