Hedge Fund Database

H FINANCIAL MANAGEMENT

HOGE FINANCIAL SERVICES, LLC Legal Name

Adviser information for H FINANCIAL MANAGEMENT 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 Pennsylvania, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 4
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,284 $393.3M
Non-Discretionary 220 $66.9M
Total 1,504 $460.2M

Clients

Type Number RAUM
Individuals 332 $65.6M
HNW Individuals 226 $350.9M
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 6 $43.1M
Charitable organizations 2 $559,950
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 1
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

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 801-69665
SEC ERA File Number 801-69665
SEC CIK Numbers 1989834
SEC CRD Numbers 148209
Legal Entity Identifier None

Principal Office

400 SOUTHPOINTE BLVD.
PLAZA ONE, SUITE 420
CANONSBURG
PA
United States
Monday - Friday, 9:00 AM TO 4:30 PM
Tel: 724-745-9406, Fax: 724-745-9408

Websites

www.hfinancialmanagement.com/

Chief Compliance Officer

KENT ALOIA
CHIEF COMPLIANCE OFFICER
400 SOUTHPOINTE BLVD.
PLAZA 1
CANONSBURG
PA
United States
Tel: 724-745-9406
Fax: 724-494-5717
(Full email address available in API data)

Regulatory Contact

GARRETT HOGE
PRESIDENT
400 SOUTHPOINTE BLVD.
PLAZA 1
CANONSBURG
PA
United States
Tel: 724-745-9406
Fax: 724-312-6557
(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
HOGE LEGACY, LLC Domestic Entity HOGE FINANCIAL HOLDINGS, LLC MANAGING MEMBER 09/2021 > 75%
HOGE, GARRETT, STEWART Individual – MEMBER 09/2021 < 5%
ALOIA, KENT, DAVID Individual – CHIEF COMPLIANCE OFFICER 03/2021 < 5%
HOGE FINANCIAL HOLDINGS, LLC Domestic Entity – MEMBER 09/2021 > 75%
HOGE, GARRETT, STEWART Individual HOGE LEGACY, LLC MEMBER 09/2021 > 75%

No. Employees, Historic

105020192020202120222023202420255 on 4/15/20195 on 4/16/20195 on 6/7/20195 on 9/5/20195 on 3/23/20205 on 6/22/20206 on 8/6/20206 on 8/6/20205 on 9/10/20205 on 11/24/20205 on 3/22/20215 on 3/23/20216 on 4/21/20216 on 4/22/20216 on 8/4/20216 on 9/9/20215 on 9/14/20215 on 10/13/20215 on 1/18/20225 on 6/23/20225 on 3/29/20235 on 6/23/20235 on 7/17/20235 on 11/2/20235 on 3/19/2024

RAUM, Historic

500M250M02019202020212022202320242025283421281 on 4/15/2019283421281 on 4/16/2019283421281 on 6/7/2019283421281 on 9/5/2019444709822 on 3/23/2020444709822 on 6/22/2020444709822 on 8/6/2020444709822 on 8/6/2020444709822 on 9/10/2020444709822 on 11/24/2020373527023 on 3/22/2021373527023 on 3/23/2021373527023 on 4/21/2021373527023 on 4/22/2021373527023 on 8/4/2021373527023 on 9/9/2021373527023 on 9/14/2021373527023 on 10/13/2021441206792 on 1/18/2022441206792 on 6/23/2022388083814 on 3/29/2023388083814 on 6/23/2023388083814 on 7/17/2023388083814 on 11/2/2023460190214 on 3/19/2024

No. Clients, Historic

70035002019202020212022202320242025485 on 4/15/2019485 on 4/16/2019485 on 6/7/2019485 on 9/5/2019602 on 3/23/2020602 on 6/22/2020602 on 8/6/2020602 on 8/6/2020602 on 9/10/2020602 on 11/24/2020512 on 3/22/2021512 on 3/23/2021512 on 4/21/2021512 on 4/22/2021512 on 8/4/2021512 on 9/9/2021512 on 9/14/2021512 on 10/13/2021528 on 1/18/2022528 on 6/23/2022548 on 3/29/2023548 on 6/23/2023548 on 7/17/2023548 on 11/2/2023566 on 3/19/2024

Holdings

From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ADVANCED MICRO DEVICES INC COM 522K 3K –
AGILON HEALTH INC COM 106K 16K –
ALPHABET INC CAP STK CL A 242K 1K –
AMAZON COM INC COM 393K 2K –
APPLE INC COM 888K 4K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 351K 864 –
COCA COLA CO COM 245K 4K –
DICKS SPORTING GOODS INC COM 319K 1K –
ELI LILLY &CO COM 283K 313 –
EXXON MOBIL CORP COM 483K 4K –
FIRST COMWLTH FINL CORP PA COM 246K 18K –
ISHARES INC CORE MSCI EMKT 504K 9K –
ISHARES TR RUS 1000 ETF 30M 101K –
ISHARES TR MSCI EAFE ETF 8M 107K –
ISHARES TR FLTG RATE NT ETF 7M 140K –
ISHARES TR GLB INFRASTR ETF 3M 67K –
ISHARES TR MSCI EMG MKT ETF 3M 72K –
ISHARES TR NATIONAL MUN ETF 3M 24K –
ISHARES TR CORE MSCI INTL 2M 31K –
ISHARES TR RUS 1000 VAL ETF 772K 4K –
ISHARES TR CORE US AGGBD ET 289K 3K –
ISHARES TR CORE MSCI EAFE 257K 4K –
KIMBERLY-CLARK CORP COM 261K 2K –
LINDE PLC SHS 232K 528 –
MANULIFE FINL CORP COM 809K 30K –
MCDONALDS CORP COM 373K 1K –
META PLATFORMS INC CL A 1000K 2K –
MICROSOFT CORP COM 1M 3K –
MVB FINL CORP COM 659K 35K –
NVIDIA CORPORATION COM 1M 11K –
PEPSICO INC COM 532K 3K –
QUALCOMM INC COM 3M 17K –
ROCKWELL AUTOMATION INC COM 674K 2K –
SPDR GOLD TR GOLD SHS 252K 1K –
SPDR INDEX SHS FDS DJ GLB RL ES ETF 404K 10K –
SPDR S&P 500 ETF TR TR UNIT 228K 419 –
SPDR SER TR PRTFLO S&P500 VL 387K 8K –
SPDR SER TR S&P DIVID ETF 370K 3K –
VANGUARD BD INDEX FDS INTERMED TERM 11M 150K –
VANGUARD INDEX FDS VALUE ETF 8M 50K –
VANGUARD INDEX FDS SMALL CP ETF 8M 35K –
VANGUARD INDEX FDS GROWTH ETF 3M 9K –
VANGUARD INDEX FDS SM CP VAL ETF 825K 5K –
VANGUARD INDEX FDS SML CP GRW ETF 597K 2K –
VANGUARD INDEX FDS S&P 500 ETF SHS 529K 1K –
VANGUARD INDEX FDS LARGE CAP ETF 428K 2K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 13M 117K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 376K 5K –
VANGUARD STAR FDS VG TL INTL STK F 229K 4K –
VANGUARD WORLD FD ENERGY ETF 1M 8K –