Hedge Fund Database

HF ADVISORY GROUP, LLC

Adviser information for HF ADVISORY GROUP, LLC last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Maryland, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,013 $189.1M
Non-Discretionary 0 $0
Total 1,013 $189.1M

Clients

Type Number RAUM
Individuals 407 $95.0M
HNW Individuals 42 $94.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 3
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-125758
SEC ERA File Number 801-125758
SEC CIK Numbers 1963169
SEC CRD Numbers 309051
Legal Entity Identifier None

Principal Office

166 DEFENSE HIGHWAY
SUITE 102
ANNAPOLIS
MD
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: (410)-571-1415, Fax: (410)-384-4996

Websites

linkedin.com/company/3212022 www.hfadvisorygroup.com facebook.com/hfadvisorygroup instagram.com/hf.advisorygroup

Chief Compliance Officer

RAYMOND L HOBSON
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
166 DEFENSE HIGHWAY
SUITE 102
ANNAPOLIS
MD
United States
Tel: (410)-571-1415
Fax: (410)-384-4996
(Full email address available in API data)

Regulatory Contact

JACKIE HOBSON
ADDITIONAL REGULATORY CONTACT
166 DEFENSE HIGHWAY
SUITE 102
ANNAPOLIS
MD
United States
Tel: (410)-571-1415
Fax: (410)-384-4996
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HOBSON, RAYMOND, LEE Individual – MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 01/2009 > 75%

No. Employees, Historic

105020222023202420254 on 4/28/20224 on 5/16/20224 on 6/9/20224 on 6/16/20224 on 9/29/20224 on 11/17/20224 on 1/24/20234 on 3/18/20234 on 4/11/20234 on 4/18/20234 on 4/20/20234 on 7/26/20234 on 7/28/20234 on 9/22/20234 on 1/24/20244 on 3/14/20244 on 3/19/2024

RAUM, Historic

200M100M02022202320242025112809845 on 4/28/2022112809845 on 5/16/2022112809845 on 6/9/2022112809845 on 6/16/2022112809845 on 9/29/2022112809845 on 11/17/2022135566347 on 1/24/2023135566347 on 3/18/2023135566347 on 4/11/2023135566347 on 4/18/2023135566347 on 4/20/2023135566347 on 7/26/2023135566347 on 7/28/2023135566347 on 9/22/2023135566347 on 1/24/2024189119492 on 3/14/2024189119492 on 3/19/2024

No. Clients, Historic

50025002022202320242025255 on 4/28/2022255 on 5/16/2022255 on 6/9/2022255 on 6/16/2022255 on 9/29/2022255 on 11/17/2022323 on 1/24/2023323 on 3/18/2023323 on 4/11/2023323 on 4/18/2023323 on 4/20/2023323 on 7/26/2023323 on 7/28/2023323 on 9/22/2023323 on 1/24/2024449 on 3/14/2024449 on 3/19/2024

Holdings

From latest 13F, filed July 18th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 256K 3K –
ADOBE INC COM 2M 3K –
AIR PRODS & CHEMS INC COM 670K 3K –
ALPHABET INC CAP STK CL C 5M 26K –
ALPHABET INC CAP STK CL A 240K 1K –
ALTRIA GROUP INC COM 1M 30K –
AMAZON COM INC COM 4M 20K –
AMERICAN ELEC PWR CO INC COM 398K 5K –
AMGEN INC COM 680K 2K –
AMPLIFY ETF TR CWP ENHANCED DIV 2M 47K –
ANALOG DEVICES INC COM 911K 4K –
APPLE INC COM 2M 10K –
AT&T INC COM 2M 101K –
AUTODESK INC COM 1M 4K –
AUTOMATIC DATA PROCESSING IN COM 686K 3K –
BANK AMERICA CORP COM 687K 17K –
BANK NEW YORK MELLON CORP COM 584K 10K –
BECTON DICKINSON & CO COM 805K 3K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 8K –
BLACKROCK ETF TRUST US CARBON TRANS 235K 4K –
BOEING CO COM 670K 4K –
BOOKING HOLDINGS INC COM 3M 809 –
BRITISH AMERN TOB PLC SPONSORED ADR 1M 41K –
CARDINAL HEALTH INC COM 780K 8K –
CARMAX INC COM 2M 25K –
CATERPILLAR INC COM 248K 743 –
CENCORA INC COM 908K 4K –
CHECK POINT SOFTWARE TECH LT ORD 988K 6K –
CHEVRON CORP NEW COM 620K 4K –
COCA COLA CO COM 534K 8K –
COMCAST CORP NEW CL A 1M 30K –
CONOCOPHILLIPS COM 1M 10K –
CORNERSTONE STRATEGIC VALUE COM 153K 20K –
CORNERSTONE TOTAL RETURN FD COM 125K 16K –
COSTCO WHSL CORP NEW COM 315K 370 –
CVS HEALTH CORP COM 1M 18K –
DIAGEO PLC SPON ADR NEW 828K 7K –
DISNEY WALT CO COM 1M 11K –
DOMINION ENERGY INC COM 268K 5K –
DOUBLELINE ETF TRUST SHILLER CAPE U S 3M 104K –
EBAY INC. COM 590K 11K –
ECOLAB INC COM 803K 3K –
ELEVANCE HEALTH INC COM 2M 3K –
ELI LILLY & CO COM 2M 2K –
ENBRIDGE INC COM 1M 31K –
ETFIS SER TR I VIRTUS NEWFLEET 301K 13K –
EXXON MOBIL CORP COM 2M 17K –
FIDELITY COVINGTON TRUST MSCI RL EST ETF 955K 38K –
FIDELITY NATL INFORMATION SV COM 1M 15K –
FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 682K 15K –
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 205K 1K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 626K 3K –
FISERV INC COM 618K 4K –
FORD MTR CO DEL COM 359K 29K –
GENERAL DYNAMICS CORP COM 2M 8K –
GENERAL MLS INC COM 463K 7K –
GILEAD SCIENCES INC COM 1M 18K –
GLOBAL X FDS NASDAQ 100 COVER 2M 136K –
GLOBAL X FDS US PFD ETF 298K 15K –
GSK PLC SPONSORED ADR 326K 8K –
HOME DEPOT INC COM 201K 585 –
INTEL CORP COM 1M 46K –
INTERNATIONAL FLAVORS&FRAGRA COM 610K 6K –
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 1M 20K –
INVESCO EXCHANGE TRADED FD T FINL PFD ETF 261K 18K –
INVESCO QQQ TR UNIT SER 1 2M 4K –
IQVIA HLDGS INC COM 2M 8K –
ISHARES TR RUSEL 2500 ETF 1M 17K –
ISHARES TR ESG AWR MSCI USA 2M 19K –
ISHARES TR JPMORGAN USD EMG 280K 3K –
ISHARES TR BLACKROCK ULTRA 333K 7K –
ISHARES TR MRGSTR MD CP GRW 668K 10K –
ISHARES TR CORE DIV GRWTH 6M 97K –
ISHARES TR CRE U S REIT ETF 521K 10K –
ISHARES TR PFD AND INCM SEC 331K 10K –
ISHARES TR ISHARES SEMICDTR 366K 1K –
ISHARES TR FALN ANGLS USD 4M 152K –
ISHARES TR ESG AW MSCI EAFE 783K 10K –
ISHARES TR U.S. FINLS ETF 522K 6K –
JANUS DETROIT STR TR HENDERSN CAP ETF 432K 7K –
JOHNSON & JOHNSON COM 757K 5K –
JPMORGAN CHASE & CO. COM 2M 12K –
KENVUE INC COM 2M 96K –
LAMAR ADVERTISING CO NEW CL A 543K 5K –
LLOYDS BANKING GROUP PLC SPONSORED ADR 771K 282K –
LOCKHEED MARTIN CORP COM 893K 2K –
MARRIOTT INTL INC NEW CL A 2M 6K –
MASTERCARD INCORPORATED CL A 1M 3K –
MCKESSON CORP COM 582K 997 –
MEDTRONIC PLC SHS 542K 7K –
META PLATFORMS INC CL A 3M 6K –
MICROSOFT CORP COM 5M 11K –
MONDELEZ INTL INC CL A 411K 6K –
NEXPOINT DIVERSIFIED REL ET COM NEW 56K 10K –
NISOURCE INC COM 2M 59K –
NOVARTIS AG SPONSORED ADR 815K 8K –
NVIDIA CORPORATION COM 2M 17K –
OMNICOM GROUP INC COM 295K 3K –
ORACLE CORP COM 2M 14K –
PACER FDS TR GLOBL CASH ETF 314K 9K –
PACER FDS TR US CASH COWS 100 1M 23K –
PALO ALTO NETWORKS INC COM 210K 618 –
PFIZER INC COM 3M 90K –
PHILIP MORRIS INTL INC COM 1M 14K –
PIMCO DYNAMIC INCOME FD SHS 973K 52K –
PLAINS GP HLDGS L P LTD PARTNR INT A 2M 102K –
QUALCOMM INC COM 1M 6K –
RTX CORPORATION COM 2M 15K –
SALESFORCE INC COM 923K 4K –
SANOFI SPONSORED ADR 1M 27K –
SCHWAB CHARLES CORP COM 2M 30K –
SELECT SECTOR SPDR TR SBI CONS DISCR 213K 1K –
SHELL PLC SPON ADS 2M 24K –
SILA REALTY TRUST INC COMMON STOCK 688K 32K –
SOUTHERN CO COM 2M 22K –
SPDR INDEX SHS FDS S&P EMKTSC ETF 228K 4K –
SPDR S&P 500 ETF TR TR UNIT 820K 2K –
SPDR SER TR S&P CAP MKTS 346K 3K –
SPDR SER TR S&P 600 SMCP GRW 268K 3K –
SPDR SER TR AEROSPACE DEF 206K 1K –
SPDR SER TR PRTFLO S&P500 VL 607K 12K –
SPDR SER TR S&P 400 MDCP VAL 912K 12K –
SPDR SER TR SSGA US SMAL ETF 835K 8K –
SPDR SER TR RUSSELL LOW VOL 1M 12K –
SPDR SER TR PORTFOLIO LN COR 338K 15K –
SPDR SER TR PORTFOLIO S&P500 3M 50K –
SPDR SER TR PORTFLI HIGH YLD 3M 110K –
SPDR SER TR BBG CONV SEC ETF 2M 28K –
SPDR SER TR ICE PFD SEC ETF 249K 7K –
SPDR SER TR SSGA US LRG ETF 4M 29K –
SPDR SER TR PORTFOLIO AGRGTE 1M 42K –
STARBUCKS CORP COM 592K 8K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 2M 9K –
TC ENERGY CORP COM 2M 55K –
TESLA INC COM 1M 5K –
TEXAS INSTRS INC COM 2M 9K –
TRUIST FINL CORP COM 757K 19K –
UNILEVER PLC SPON ADR NEW 873K 16K –
UNITEDHEALTH GROUP INC COM 640K 1K –
VANECK ETF TRUST SEMICONDUCTR ETF 258K 992 –
VANECK ETF TRUST FALLEN ANGEL HG 280K 10K –
VANGUARD BD INDEX FDS INTERMED TERM 206K 3K –
VANGUARD INDEX FDS TOTAL STK MKT 1M 4K –
VANGUARD INDEX FDS GROWTH ETF 1M 3K –
VANGUARD INDEX FDS MCAP VL IDXVIP 426K 3K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 211K 4K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 246K 2K –
VANGUARD WORLD FD HEALTH CAR ETF 571K 2K –
VANGUARD WORLD FD INF TECH ETF 2M 3K –
VANGUARD WORLD FD MEGA CAP INDEX 3M 15K –
VEEVA SYS INC CL A COM 552K 3K –
VERIZON COMMUNICATIONS INC COM 2M 57K –
VISA INC COM CL A 3M 10K –
VODAFONE GROUP PLC NEW SPONSORED ADR 1M 145K –
WASTE MGMT INC DEL COM 835K 4K –
WELLS FARGO CO NEW COM 2M 35K –
WELLTOWER INC COM 573K 5K –
WILLIAMS COS INC COM 733K 17K –
WISDOMTREE TR CURRNCY INT EQ 789K 23K –
WISDOMTREE TR FLOATNG RAT TREA 1M 22K –
WISDOMTREE TR US MIDCAP DIVID 2M 39K –
WISDOMTREE TR YIELD ENHANCED 820K 17K –
WISDOMTREE TR YIELD ENHANCD US 217K 5K –
WPP PLC NEW ADR 247K 5K –