SourcingSourcing

HOGE FINANCIAL SERVICES, LLC

C46
CRD 148209·SEC 801-69665·CANONSBURG, PA
AUM
$621.9M
$500M-$1B
Est. Revenue
$6.2M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$14.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HOGE FINANCIAL SERVICES, LLC
CRD
148209
SEC file #
801-69665
EIN
251728334
DBA names
H Financial Management

Economics

AUM
$621.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$283.4M → $621.9M▲ +119%
Client mix
Individuals Other378
Individuals High Net Worth166
Pension Profit Sharing Plans11
Charitable Organizations2

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
CANONSBURG PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
hfinancialmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOGE FINANCIAL HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
HOGE FINANCIAL HOLDINGS, LLC
HOGE, GARRETT, STEWART
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HFINANCIALMANAGEMENT.COM
Rdap Domain Creation Date
2003-02-01T20:17:04Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Advanced Internet Technologies, Inc. (AIT)

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001989834
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2024-02-09
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0001989834-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
E*trade4
Fidelity3
Edgar Addresses
Mailing
400 SOUTHPOINTE BLVD.PLAZA ONE, SUITE 420CANONSBURG, PA 15317
Business
400 SOUTHPOINTE BLVD.PLAZA ONE, SUITE 420CANONSBURG, PA 15317
Edgar EIN
251728334
Edgar Recent Filings
13F-HR2026-04-20 · 0001989834-26-000002
13F-HR2026-01-29 · 0001989834-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-01T20:17:04Z
Rdap Domain Last Changed
2026-02-02T08:39:05Z
Rdap Nameservers
Ns0.nameservices.netNs1.nameservices.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
ALOIA, KENT, DAVID
IAR · Executive Officer · 2.5%
5415643
HOGE, GARRETT, STEWART
IAR · Executive Officer · 2.5%
1185035
AMANDA Oswald Booth
IAR
6199841
DEBRA MARIE PARRISH
IAR
4384995
JEFFREY ANDREW KARNS
IAR
5151328
Jessica B Lee
IAR
2764173