RIA IntelAdvisersOhioHUGHES FINANCIAL GROUP, LLC

HUGHES FINANCIAL GROUP, LLC

Advisory

PERRYSBURG, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$269K
across 85 accounts
AUM per adviser
$23M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$23M
Discretionary %
91.9%
Clients
42
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$23M
Discretionary AUM$21M
Non-Discretionary AUM$2M
Discretionary %91.9%
Total Clients42
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

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CLEVELAND CAPITAL MANAGEMENT, L.L.C.
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H.C.MEYER, INC.
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RM INVESTMENT MANAGEMENT INC
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$23M
-9.4% 1Y

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