A complete list of active advisors currently associated with HFG Capital
Warmer can help you find a great advisor at HFG Capital or one who fits your needs even better.
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.
To learn more about the advisors currently working at HFG Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Summerville, SC
| 9
| |
Orange Park, FL
| 2
|
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