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HFG Capital

Updated today

Client assets under management

$13,084,564

Clients

166

0% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

83

High

Average account size

$78,823

About

HFG Capital provides ongoing portfolio management to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each client and monitoring portfolios against stated goals and risk tolerances. The firm’s advice typically covers mutual funds, fixed income, insurance products (including annuities), equities and ETFs, and it operates on a non‑discretionary basis, obtaining client permission before effecting trades.

HFG combines fundamental analysis, modern portfolio theory and technical analysis with a long‑term trading orientation, and account reviews are performed at least monthly by the managing member. Clients receive quarterly account reporting from custodians and HFG expressly acknowledges its fiduciary duties when advising retirement accounts under ERISA/IRC standards.

Distinctively, HFG is the manager and adviser to a private pooled vehicle, First Position Debt Fund, LLC, and may recommend that fund to suitable clients with separate fund-level fees and third‑party expenses disclosed in the fund offering. The firm’s advisers are licensed insurance agents affiliated with Hollifield Financial Group and may receive commission compensation for insurance sales; HFG discloses and periodically reviews these conflicts and reported a settled client complaint in 2022 related to an unsuitable recommendation.

Client services

Portfolio management

Expertise

Annuities

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Fee options

Percentage

Up to 1.75% annually

Commissions

Supervised persons may receive commissions from sale of insurance products, but commissions are not the firm's primary compensation

Other

Minimum fee: Monthly $8 technology fee, reduced proportionally for accounts under $8,000

Main office location

HFG Capital

208 N Cedar Street, #200

Summerville SC 29483, United States

Number of offices

3

Most active in

Florida · North Carolina · South Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jeremy S

Series 65

Orange Park, FL

HFG Capital

Jeremy Story is a financial advisor with HFG Capital and holds a Series 65 license. He has two years of industry experience, including prior roles at Brookstone Wealth Advisors and Hollifield Financial Group. Outside of advisory services, he is also licensed to sell insurance products through Hollifield Financial Group. HFG Capital manages pooled investment vehicles and provides portfolio management services primarily for individuals and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, focusing on long-term trading across various asset classes while maintaining a non-discretionary management approach.

Annuities
user avatar

Kimsey H

Series 65

Summerville, SC

HFG Capital

Kimsey Hollifield is a financial advisor at HFG Capital with nine years of industry experience. She holds a Series 65 designation and has worked at firms including Brookstone Wealth Advisors and Alphastar Capital Management. She is also the owner of Hollifield Financial Group, where she provides insurance sales and investment advisory services. HFG Capital serves individual and high-net-worth clients primarily through managing pooled investment vehicles like the First Position Debt Fund, LLC. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and technical analysis, offering portfolio management with a focus on long-term trading across various asset classes.

Annuities
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