Hodge Financial Services, Llc
- Regulatory AUM
- $19.7M
- Discretionary
- $19.7M
- Clients
- 23
- Avg AUM / client
- $857K
- Accounts
- 31
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19 | $4.0M | 20.2% |
| High net worth individuals | 4 | $15.7M | 79.8% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hodge, Robert, Hubbard | Managing Member | Jun 1997 (29y) | 75% or more | |
| Courtney, Hodge, Allison | Member | Dec 2012 (14y) | 5% – 10% | |
| Hodge, Bethany, Lynn | Member | Dec 2012 (14y) | 5% – 10% | |
| Hodge, Bonnie, Rose | Member | Dec 2012 (14y) | 5% – 10% |
Undisclosed: 0% – 10% 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) | 04/30/2026 | 1.23 MB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Market timing services
Custody
Reported custodians
- Vanguard Marketing Corporation $19.7M (100% of AUM) Apr 2026
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: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗