Greg Hodges Financial Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Greg Hodges Financial Advisory provides investment advisory and portfolio management services to individual clients, typically charging fees based on a percentage of assets under management. The firm’s client base is small (26 clients) with approximately $15.5 million in assets under management, and it focuses on direct advisory relationships rather than serving institutional or high-net-worth niches.
The firm primarily delivers advice and recommendations on a non-discretionary basis, meaning clients generally retain final trading authority and the adviser implements strategies only with client approval. This structure supports a relationship-oriented approach in which the adviser reviews portfolios and proposes changes rather than executing trades independently.
What is distinctive about the firm compared with most independent peers is its largely non-discretionary model; only a minority of independent advisors operate primarily this way. Combined with the small client roster and the percentage-of-AUM fee model, the firm’s practice emphasizes collaborative decision-making and individualized attention over delegated portfolio management.
Client services
Main office
Normal IL
Advisors at this office
1
Most active in
Indiana
Also doing business as
Greg Hodges Financial Advisory · Greg Hodges Financial Advisory, Inc.
Disclosures
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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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