H Financial Management
H Financial Management is an SEC-registered wealth manager in Canonsburg, PA with $621.9M assets under management (AUM, regulatory AUM), +17% over one year. See who owns H Financial Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148209, SEC 801-69665, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $621.9M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Canonsburg, PA
- Employees
- 6
- Clients
- 557
- CRD
- 148209
- Ownership
- HOGE, GARRETT, STEWART; ALOIA, KENT, DAVID; HOGE FINANCIAL HOLDINGS, LLC; HOGE LEGACY, LLC; MWP ADVISORY, LLC
How much AUM does H Financial Management have?
H Financial Management reported $621.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns H Financial Management?
Disclosed owners and executives of H Financial Management include HOGE, GARRETT, STEWART, ALOIA, KENT, DAVID, HOGE FINANCIAL HOLDINGS, LLC, HOGE LEGACY, LLC, MWP ADVISORY, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.