RIA Intel›Advisers›Virginia›HUGHES FINANCIAL SERVICES, LLC

HUGHES FINANCIAL SERVICES, LLC

Advisory

N·HERNDON, VA

Data as of Jul 9, 2026 · Source: SEC Form ADV

Total AUM

$760M

1-Year AUM Growth

+20.8%

3-Year CAGR

+12.6%

Employees

6

Assets Under Management

Total AUM$760M

Discretionary AUM$748M

Non-Discretionary AUM$12M

Discretionary %98.4%

Total Clients770

Team

Total Employees6

Investment Advisers12

Employee Growth (1Y)+16.7%

Filing History

Total Filings on Record29

First FilingJan 9, 2015

Latest FilingJul 9, 2026

🔒 Full AUM trend chart and 29 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HUGHES FINANCIAL SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.