HF Advisory Services, LLC

HF Advisory Services, LLC manages about $20.8 million for roughly 45 clients, serving individual investors and a small number of corporate clients including pension plans. The firm provides investment advisory and portfolio management services and can manage accounts on either a discretionary or non‑discretionary basis, with the firm’s reported assets managed under discretionary agreements as of December 31, 2025.

The advisor uses a bottoms‑up approach to individual security selection and uses mutual funds (frequently Vanguard funds), fixed‑income securities, and individual stocks; client portfolios often contain fewer than 20 individual equities, which the brochure notes can increase portfolio volatility. Clients can set allocation parameters (for example target percentages for fixed income or cash), the advisor commonly employs block trading when executing concurrent client and personal trades, and he often invests his own funds alongside client positions.

The principal is a Certified Public Accountant who also provides tax preparation and accounting services to some advisory clients, a combination that is uncommon among independent advisers and may affect how services are coordinated. The principal reports devoting approximately two‑thirds of his time to his CPA practice; the firm does not accept proxy‑voting authority and uses T.D. Ameritrade as custodian.