RIA Intel›Advisers›Wisconsin›HOHENSEE FINANCIAL SERVICES, INC.

HOHENSEE FINANCIAL SERVICES, INC.

Advisory

DOUSMAN, WI

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$499K

across 38 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients38

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InWI

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

38 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in WI

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

THOMAS FINANCIAL PLANNING, LLC

$19M

DAVIG FINANCIAL CORPORATION

$19M

ETF MODEL SOLUTIONS, LLC

$18M

NORTH SHORE INVESTMENT ADVISORS, LLC

$18M

ENTIREMENT FINANCIAL PLANNING LLC

$18M

KOCH RICHARD A & CO INC

$20M

Get the full picture on HOHENSEE FINANCIAL SERVICES, INC.

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

Create a free account →See plans