Summerville, SC Office
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HFG Capital
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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.
Based on HFG Capital
Location
208 N Cedar Street, #200
Summerville SC 29483
Advisors at this office
2
Advisors at this office
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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