Hummer Financial Advisory Services Inc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 108550 · SEC file 801-113269 ·

☆ Save with Pro ADV data as of Feb 13, 2026

Regulatory AUM: $196M
Discretionary: $196M
Clients: 44
Avg AUM / client: $4.5M
Accounts: 37
Employees: 1

AUM over time

$121M $196M

Apr 20, 2018 Feb 13, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Feb 13, 2026

Investments (13F portfolio — 129 positions, $152,001,171)

13F period Jun 30, 2026

#	Issuer	Class	Value	Shares	% of 13F	% of AUM
1	State Str Spdr S&P 500 Etf T	TR UNIT	$25,128,478	33,564	16.5%	12.8%
2	State Str Spdr S&P Midcap 40	UTSER1 S&PDCRP	$12,118,971	17,189	7.97%	6.18%
3	Amazon Com Inc	COM	$8,015,374	33,630	5.27%	4.09%
4	Accenture Plc Ireland	SHS CLASS A	$6,333,996	50,900	4.17%	3.23%
5	Ww Grainger Inc	COM	$4,580,467	3,367	3.01%	2.34%
6	Vanguard Index Fds	SMALL CP ETF	$3,577,422	11,802	2.35%	1.82%
7	Invesco Qqq Tr	UNIT SER 1	$3,218,674	4,366	2.12%	1.64%
8	Blackrock Etf Trust	ISHARES GOVT MON	$3,109,920	31,000	2.05%	1.59%
9	Alphabet Inc	CAP STK CL C	$2,964,085	8,389	1.95%	1.51%
10	Jpmorgan Chase & Co	COM	$2,860,864	8,740	1.88%	1.46%
11	Johnson & Johnson	COM	$2,657,034	10,462	1.75%	1.36%
12	Microsoft Corp	COM	$2,328,764	6,243	1.53%	1.19%
13	Exxon Mobil Corp	COM	$2,262,716	16,550	1.49%	1.15%
14	Snap On Inc	COM	$2,253,440	5,600	1.48%	1.15%
15	Ishares Tr	CORE S&P500 ETF	$2,077,421	2,774	1.37%	1.06%
16	Abbvie Inc	COM	$2,068,481	8,220	1.36%	1.06%
17	Procter & Gamble Co	COM	$1,773,024	12,091	1.17%	0.9%
18	Rpm Intl Inc	COM	$1,649,577	14,841	1.09%	0.84%
19	Blackrock Etf Trust	ISHA PR MONE ETF	$1,604,960	16,000	1.06%	0.82%
20	Eli Lilly & Co	COM	$1,488,493	1,241	0.98%	0.76%
21	Apple Inc	COM	$1,476,604	5,103	0.97%	0.75%
22	Rtx Corporation	COM	$1,379,147	7,269	0.91%	0.7%
23	Alphabet Inc	CAP STK CL A	$1,374,088	3,845	0.9%	0.7%
24	Advanced Micro Devices Inc	COM	$1,365,139	2,350	0.9%	0.7%
25	Wec Energy Group Inc	COM	$1,357,101	11,622	0.89%	0.69%

Top 25 of 129 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	36	$33.5M	17.1%
High net worth individuals	6	$162M	82.6%
Charitable organizations	2	$569K	0.29%

People (1)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Melanie Susan Hummer	President	CFP CFA	Apr 1998 (28y)	75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	02/13/2026	1020 KB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management
• Hourly charges
• Fixed fees

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Other services

Custody

Reported custodians

Wells Fargo $123M (63% of AUM) Feb 2026
Charles Schwab & Co. $64.5M (33% of AUM) Feb 2026
National Financial Services (Fidelity) $13.8M (11% of AUM) Apr 2018

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 13, 2026.

View current Form ADV (SEC/IAPD) ↗