Hodge Financial Services, LLC
Hodge Financial Services, LLC is an SEC-registered ria with $19.7M assets under management (AUM, regulatory AUM), -52% over one year. See who owns Hodge Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127213, SEC 801-70530, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $19.7M (2026-04-30)
- Firm type
- Ria
- Employees
- 1
- Clients
- 23
- CRD
- 127213
- Ownership
- HODGE, ROBERT, HUBBARD; HODGE, BONNIE, ROSE; HODGE, BETHANY, LYNN; COURTNEY, HODGE, ALLISON; HODGE, COURTNEY, ALLISON
How much AUM does Hodge Financial Services, LLC have?
Hodge Financial Services, LLC reported $19.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Hodge Financial Services, LLC?
Disclosed owners and executives of Hodge Financial Services, LLC include HODGE, ROBERT, HUBBARD, HODGE, BONNIE, ROSE, HODGE, BETHANY, LYNN, COURTNEY, HODGE, ALLISON, HODGE, COURTNEY, ALLISON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.