SourcingSourcing

THE H GROUP WASHINGTON, INC.

C38
CRD 300464·SEC 801-114735·PORTLAND, OR
AUM
$256.5M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$769K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE H GROUP WASHINGTON, INC.
CRD
300464
SEC file #
801-114735
EIN
—
DBA names
—

Economics

AUM
$256.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$67.9M → $256.5M▲ +278%
Client mix
Individuals Other118
Individuals High Net Worth84

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
3 advisors → 6 advisors▲ +100%
Primary office
PORTLAND OR
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow 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
—

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

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 (9)

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
E*trade4
Fidelity2
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3231318
Trust Company Affiliate
No

People (1)

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