SourcingSourcing

THE H GROUP, INC.

C48
CRD 106801·SEC 801-39523·PORTLAND, OR
AUM
$580.1M
$500M-$1B
Est. Revenue
$5.8M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE H GROUP, INC.
CRD
106801
SEC file #
801-39523
EIN
—
DBA names
—

Economics

AUM
$580.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$531.8M → $580.1M▲ +9%
Client mix
Individuals Other588
Individuals High Net Worth147
Charitable Organizations6
Corporations6

Operations

Employees (total)
15
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
9 advisors → 11 advisors▲ +22%
Primary office
PORTLAND OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2025
ADV-W filed at
—
Website
thehgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HICKS, CHRISTOPHER, KEIL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HICKS, CHRISTOPHER, KEIL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
THEHGROUP.COM
Rdap Domain Creation Date
1998-12-30T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Gandi SAS

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-30T05:00:00Z
Rdap Domain Last Changed
2026-05-17T05:35:57Z
Rdap Nameservers
Ns-1413.awsdns-48.orgNs-2005.awsdns-58.co.ukNs-400.awsdns-50.comNs-745.awsdns-29.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
3231318
Trust Company Affiliate
No

People (1)

1
HICKS, CHRISTOPHER, KEIL
Direct Owner · 87.5%
3231318