HFG ADVISORS, INC.

CRD

316446

SEC file #

801-123046

EIN

810737346

DBA names

—

Economics

AUM

$113.4M

AUM band

$100M-$500M

AUM trajectory

'22 · $271.0M

'23 · $271.0M

'25 · $221.4M

'26 · $113.4M

'22'26

$271.0M → $113.4M▼ -58%

sec adv history

Client mix

Individuals Other	100
Individuals High Net Worth	33

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'22 · 5 advisors

'23 · 5 advisors

'25 · 5 advisors

'26 · 5 advisors

'22'26

5 advisors → 5 advisors▬ 0%

sec adv history

Primary office

KENNEWICK WA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/16/2026

ADV-W filed at

—

Website

hfgtrust.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

HFG TRUST, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

HFG TRUST, LLC

WANG, WILLIAM, TING HSIANG

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

HFGTRUST.COM

Rdap Domain Creation Date

2015-11-20T17:02:43Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001911087

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2022-02-14

Edgar Last Filing Date

2026-05-08

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-08

Accession0001951757-26-000810

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.1468

Soi Zip Pct 200k Plus

0.0245

Soi Zip Returns 200k Plus

540

Soi Zip Total AGI

1,321,160

Fdic Zip Total Deposits

34,970,861,000

Fdic Zip Branch Count

649

Fdic Zip Top Banks

Bank of America, National Association

U.S. Bank National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

7355 E. KEMPER ROADCINCINATTI, OH 45249

Business

7355 E. KEMPER ROADCINCINATTI, OH 45249

Edgar EIN

810737346

Edgar Recent Filings

13F-HR2026-05-08 · 0001951757-26-000810

13F-HR2026-02-13 · 0001951757-26-000445

Fdic Zip Branches Raw

Key Bank of WashingtonKennewick, WA

U.S. Bank of Washington, National AssociationKennewick, WA

Fdic Zip HHI

819.26

Fdic Zip Top Bank Share Pct

13.5

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-11-20T17:02:43Z

Rdap Domain Last Changed

2025-08-12T04:16:08Z

Rdap Nameservers

Adi.ns.cloudflare.comJasper.ns.cloudflare.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	82,625
Returns	6,110

Stub 2

AGI	246,890
Returns	6,750

Stub 3

AGI	228,251
Returns	3,720

Soi Zip Total Business Income

31,127

Soi Zip Total Cap Gains

44,065

Soi Zip Total Dividends

15,311

Soi Zip Total Returns

22,000

Trust Company Affiliate