Data / Investment advisers / Maryland / HZ Investments Inc.
HZ Investments Inc., Chevy Chase, MD: $591 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
HZ Investments Inc. is an SEC registered investment adviser with its main office in Chevy Chase, Maryland and reports $591 million in regulatory assets under management in its Form ADV filed February 24, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 312268
- SEC file number
- 801-120217
- SEC status
- Approved, effective January 26, 2021
- Main office
- 5610 Wisconsin Ave #108, Chevy Chase, MD 20815
- Phone
- (301) 922-7631
- Regulatory AUM
- $591,392,745 in the Form ADV filed February 24, 2026
- Discretionary AUM
- $591,392,745
- Accounts
- 120
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 24, 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 | 21 | $591.4 million |
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 | $591.4 million | February 24, 2026 |
| December 1, 2025 | $536.7 million | March 20, 2025 |
Other advisers in Chevy Chase
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| FCP | Chevy Chase | $3.48 billion | 7 | adviserinfo.sec.gov |
| Enlightenment Capital | Chevy Chase | $2.12 billion | 14 | adviserinfo.sec.gov |
| Alliance Partners LLC | Chevy Chase | $1.94 billion | Not listed | adviserinfo.sec.gov |
| Tritonpoint Wealth, LLC | Chevy Chase | $1.55 billion | Not listed | adviserinfo.sec.gov |
| Carderock Capital Management, Inc. | Chevy Chase | $677 million | Not listed | adviserinfo.sec.gov |
| Augment Infrastructure Managers Advisory LLC | Chevy Chase | $337.1 million | 3 | adviserinfo.sec.gov |
| Caro Investors | Chevy Chase | $316.7 million | 1 | adviserinfo.sec.gov |
| Tritonpoint Partners, LLC | Chevy Chase | $286.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chevy Chase, MD
- Investment advisers in Maryland
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- HZ Investments Inc. 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.