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MCDONALD HARTMAN FINANCIAL GROUP INC

Advisory

SANTA MONICA, CA

Data as of Feb 5, 2026 · Source: SEC Form ADV

Rank in CA
#4,065
of 5,480 advisers by AUM
Average account
$351K
across 75 accounts
AUM per adviser
$26M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM
$26M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$26M
Discretionary AUM$26M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients29
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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