Data / Investment advisers / Virginia / Hughes Financial Services, LLC
Hughes Financial Services, LLC, Herndon, VA: $760 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Hughes Financial Services, LLC is an SEC registered investment adviser with its main office in Herndon, Virginia and reports $760 million in regulatory assets under management in its Form ADV filed October 27, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Hughes Financial Services, LLC (CRD number 173195): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 173195
- SEC file number
- 801-80866
- SEC status
- Approved, effective February 2, 2015
- Main office
- 2201 Cooperative Way Suite 150, Herndon, VA 20171
- Phone
- (703) 669-3660
- Website
- h4fs.com
- Regulatory AUM
- $759,792,822 in the Form ADV filed October 27, 2026
- Discretionary AUM
- $747,720,752
- Non discretionary AUM
- $12,072,070
- Accounts
- 2,327
- Employees
- 12, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 282 | $573.9 million |
| Individuals (other than high net worth individuals) | 557 | $185.6 million |
| Charitable organizations | 1 | $268,605 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $759.8 million | February 10, 2026 |
| December 1, 2025 | $616.4 million | October 3, 2025 |
Other advisers in Virginia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| LNC Partners | Arlington | $820.3 million | 6 | adviserinfo.sec.gov |
| A. N. Culbertson & Company, Inc. | Charlottesville | $817.8 million | Not listed | adviserinfo.sec.gov |
| Compton Wealth Advisory Group, LLC | Virginia Beach | $800.3 million | Not listed | adviserinfo.sec.gov |
| Centurion Wealth Management | McLean | $786.2 million | Not listed | adviserinfo.sec.gov |
| Blue Edge Capital, LLC | Richmond | $765.1 million | Not listed | adviserinfo.sec.gov |
| Hopwood Financial Services, Inc. | Reston | $750.3 million | Not listed | adviserinfo.sec.gov |
| Campbell Deegan Financial | Richmond | $745.1 million | Not listed | adviserinfo.sec.gov |
| Harbour Capital Advisors, LLC | Tysons Corner | $701.1 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Hughes Financial Services, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.