HFG Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HFG Capital provides discretionary portfolio management primarily to individual and high‑net‑worth clients, preparing Investment Policy Statements and monitoring asset allocation and security selection on an ongoing basis. The firm charges asset‑based advisory fees and offers consolidated online account access supported by a monthly technology fee for reporting and performance aggregation.
The firm’s investment process combines fundamental analysis, modern portfolio theory and technical analysis and emphasizes long‑term trading; risk tolerance and time horizon are documented in each client’s Investment Policy Statement. Accounts are reviewed at least monthly, and HFG acknowledges its fiduciary role when advising retirement accounts.
Notably, HFG’s supervised persons are licensed insurance agents affiliated with Hollifield Financial Group and may recommend insurance products for which they receive commissions; the firm discloses this potential conflict and states clients may purchase recommended products elsewhere. The firm has also been involved with a private fund (First Position Debt Fund, LLC, which was later removed from its offerings) and discloses that a prior client complaint was settled in 2022.
Client services
Expertise
Fee options
Up to 2% annually
$8 per month technology fee (not charged for accounts under $25,000)
Main office
See office208 N Cedar Street, #200
Summerville SC 29483
Advisors at this office
2
Offices (2)
Most active in
Florida · North Carolina · South Carolina
Also doing business as
Hfg Capital · Hfg Capital LLC · Hfg Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Jeremy S
Series 65
Orange Park, FL
HFG Capital
Jeremy Story is a Series 65 licensed financial advisor with HFG Capital, based in Orange Park, FL, and has two years of industry experience. He previously worked at First Advisors National and Brookstone Wealth Advisors/Hollifield Financial Group. Outside of his advisory role, he is also a licensed insurance agent and sells insurance products with Hollifield Financial Group. HFG Capital provides discretionary portfolio management primarily for individual and high-net-worth clients, focusing on long-term trading through a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm prepares Investment Policy Statements and regularly monitors asset allocation and security selection.
John S
Series 65
Summerville, SC
HFG Capital
John Stewart is a Series 65-licensed advisor at HFG Capital with one year of industry experience. Before joining HFG Capital, he worked at 84 Lumber Co. for six years. HFG Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm prepares Investment Policy Statements for clients and conducts monthly account reviews to monitor asset allocation and security selection.
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 several firms including Brookstone Wealth Advisors and Alphastar Capital Management. Outside of her advisory role, she owns and operates Hollifield Financial Group, which offers insurance sales and investment advisory services. HFG Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, utilizing a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm emphasizes long-term trading and regularly reviews client accounts while fulfilling a fiduciary role for retirement accounts.
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