Hahn Financial Group Inc.
- Regulatory AUM
- $189M
- Discretionary
- $189M
- Clients
- 1,861
- Avg AUM / client
- $101K
- Accounts
- 3,363
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,794 | $141M | 74.6% |
| High net worth individuals | 52 | $42.1M | 22.3% |
| Charitable organizations | 14 | $5.8M | 3.07% |
| Corporations and other businesses | 1 | $10.9K | 0.01% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kelly Ann Hahn | Chief Compliance Officer/Co Owner | Chartered Financial Consultant | Jan 2014 (13y) | 50% – 75% |
| Verlyn Earl Hahn | Co Owner | CFP Chartered Financial Consultant | Jan 2014 (13y) | 50% – 75% |
| Michael Brian Lendt | Registered representative | Chartered Financial Consultant | Jun 2015 (11y) | |
| Susan Marie Jordahl | Registered representative | Nov 2016 (10y) | ||
| Nikolas Stefan Boyce | Registered representative | CFP | May 2019 (7y) | |
| Gabriel Glenn Smith | Registered representative | CFP Chartered Financial Consultant | Jul 2022 (4y) | |
| Travis Austin Dykstra | Registered representative | Sep 2024 (2y) | ||
| James Martin | Registered representative | Dec 2024 (2y) | ||
| Kelly Ray Deberg | Registered representative | Jul 2025 (1y) |
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) | 03/11/2026 | 909 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
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $188M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Aug 05, 2026.
View current Form ADV (SEC/IAPD) ↗