FlexHedz Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$14,332,470
Clients
76
Advisors
1
of 1 employees
About
FlexHedz Group LLC provides discretionary portfolio management primarily to individual investors, including high-net-worth clients, and also accepts corporate or business entity accounts. The firm focuses on managing portfolios of equities, options and ETFs and conducts regular portfolio monitoring for ongoing advisory clients.
Its investment process combines fundamental and quantitative analysis with modern portfolio theory, and the firm uses both short- and long-term trading, including long/short approaches and options strategies for growth and hedging. FlexHedz generally requires discretionary trading authority and delivers portfolio oversight and quarterly account reporting through the client’s custodian.
Compared with many solo independent advisers, the firm is notable for explicitly serving corporate or business clients and for active use of equity and index options as part of its strategies. It is a recently formed, single-advisor RIA with roughly $17.6 million in assets under management, requires custody at its selected custodians, and maintains a written Code of Ethics and personal-trading policies to address potential conflicts.
Client services
Expertise
Fee options
$0 - $100,000: 2% $100,001+: 1.5%
Account minimum: $50,000
Main office
Katy TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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