HFG ADVISORS, INC.
B51
CRD 282027·SEC 801-111082·CINCINNATI, OH
AUM
$426.7M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $126.4M
'21 · $175.6M
'22 · $278.2M
'23 · $278.2M
'25 · $305.3M
'26 · $426.7M
'20'26
$126.4M → $426.7M▲ +238%
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 5 advisors
'26 · 6 advisors
'20'26
3 advisors → 6 advisors▲ +100%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
7355 E. KEMPER ROADCINCINATTI, OH 45249
Business
7355 E. KEMPER ROADCINCINATTI, OH 45249
Edgar Recent Filings
13F-HR2026-05-08 · 0001951757-26-000810
13F-HR2026-02-13 · 0001951757-26-000445
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited