Hughes Financial Services, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 173195
· SEC file 801-80866
· Herndon, VA
· WWW.H4FS.COM
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ADV data as of Jul 09, 2026
- Regulatory AUM
- $760M
- Discretionary
- $748M
- Clients
- 840
- Avg AUM / client
- $905K
- Accounts
- 2,327
- Employees
- 12
AUM over time
$0
$760M
Jan 9, 2015
Jul 9, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 557 | $186M | 24.4% |
| High net worth individuals | 282 | $574M | 75.5% |
| Charitable organizations | 1 | $269K | 0.04% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Scott Hughes | Managing Member | CFP | May 2009 (17y) | Less than 5% |
| Paul Thomas Hughes | Managing Member | May 2009 (17y) | Less than 5% | |
| Patrick Thomas Hughes | Managing Member | CFP | Sep 2015 (11y) | Less than 5% |
| Jo Ann Cizek Weinhardt | Chief Compliance Officer | Oct 2017 (9y) | Less than 5% | |
| Berkeley Byron Meredith | Registered representative | CFP | Aug 2018 (8y) | |
| Patrick Moore | Registered representative | Oct 2018 (8y) | ||
| Heather L Wilson | Registered representative | CFP | Sep 2021 (5y) | |
| Eleni Milligan | Registered representative | May 2026 (0y) | ||
| Kristina Adrianna Fernandes | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bluespring Wealth Partners, Llc | Partnership | Dec 2023 | A | 75% or more |
| Kestra Financial, Inc. | Owner | Apr 2017 | B | ≈ 56.25% – 100% via Bluespring Wealth Partners, Llc |
| Kestra Advisor Services Holdings C, Inc. | Owner | Oct 2014 | B | ≈ 42.19% – 100% via Kestra Financial, Inc. |
| Kestra Advisor Services Holdings B, Inc. | Owner | Oct 2014 | B | ≈ 31.64% – 100% via Kestra Advisor Services Holdings C, Inc. |
| Kestra Advisor Services Holdings A, Inc. | Owner | Oct 2014 | B | ≈ 23.73% – 100% via Kestra Advisor Services Holdings B, Inc. |
| Kingfisherholding B, Inc. | Owner | Jun 2019 | B | ≈ 17.8% – 100% via Kestra Advisor Services Holdings A, Inc. |
| Kingfisherholding A, Inc. | Owner | Jun 2019 | B | ≈ 13.35% – 100% via Kingfisherholding B, Inc. |
| Kingfisher Holding L.P. | Owner | Jun 2019 | B | ≈ 10.01% – 100% via Kingfisherholding A, Inc. |
| Ohcp Vi Enzo Aggregator, L.P. | Limited Partner | Feb 2023 | B | ≈ 2.5% – 50% via Kingfisher Holding L.P. |
| Oak Hill Capital Partners Vi (Onshore), L.P. | Limited Partner | Feb 2023 | B | ≈ 0.63% – 25% via Ohcp Vi Enzo Aggregator, L.P. |
| Oak Hill Capital Partners Vi (Te892), L.P. | Limited Partner | Feb 2023 | B | ≈ 0.63% – 25% via Ohcp Vi Enzo Aggregator, L.P. |
| Warburg Pincus Financial Sector, L.P. | Limited Partner | Jun 2019 | B | ≈ 2.5% – 50% via Kingfisher Holding L.P. |
| Kingfisher Holding Gp, Llc | General Partner | Jun 2019 | B | GP / trustee / elected manager of Kingfisher Holding L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kestra Financial, Inc.: 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Kestra Advisor Services Holdings C, Inc.: 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Kestra Advisor Services Holdings B, Inc.: 75% – 100% of Kestra Advisor Services Holdings C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Kestra Advisor Services Holdings A, Inc.: 75% – 100% of Kestra Advisor Services Holdings B, Inc. × 75% – 100% of Kestra Advisor Services Holdings C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Kingfisherholding B, Inc.: 75% – 100% of Kestra Advisor Services Holdings A, Inc. × 75% – 100% of Kestra Advisor Services Holdings B, Inc. × 75% – 100% of Kestra Advisor Services Holdings C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Kingfisherholding A, Inc.: 75% – 100% of Kingfisherholding B, Inc. × 75% – 100% of Kestra Advisor Services Holdings A, Inc. × 75% – 100% of Kestra Advisor Services Holdings B, Inc. × 75% – 100% of Kestra Advisor Services Holdings C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 13.35% – 100% of the firm
- Kingfisher Holding L.P.: 75% – 100% of Kingfisherholding A, Inc. × 75% – 100% of Kingfisherholding B, Inc. × 75% – 100% of Kestra Advisor Services Holdings A, Inc. × 75% – 100% of Kestra Advisor Services Holdings B, Inc. × 75% – 100% of Kestra Advisor Services Holdings C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 10.01% – 100% of the firm
- Ohcp Vi Enzo Aggregator, L.P.: 25% – 50% of Kingfisher Holding L.P. × 75% – 100% of Kingfisherholding A, Inc. × 75% – 100% of Kingfisherholding B, Inc. × 75% – 100% of Kestra Advisor Services Holdings A, Inc. × 75% – 100% of Kestra Advisor Services Holdings B, Inc. × 75% – 100% of Kestra Advisor Services Holdings C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 2.5% – 50% of the firm
- Oak Hill Capital Partners Vi (Onshore), L.P.: 25% – 50% of Ohcp Vi Enzo Aggregator, L.P. × 25% – 50% of Kingfisher Holding L.P. × 75% – 100% of Kingfisherholding A, Inc. × 75% – 100% of Kingfisherholding B, Inc. × 75% – 100% of Kestra Advisor Services Holdings A, Inc. × 75% – 100% of Kestra Advisor Services Holdings B, Inc. × 75% – 100% of Kestra Advisor Services Holdings C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 0.63% – 25% of the firm
- Oak Hill Capital Partners Vi (Te892), L.P.: 25% – 50% of Ohcp Vi Enzo Aggregator, L.P. × 25% – 50% of Kingfisher Holding L.P. × 75% – 100% of Kingfisherholding A, Inc. × 75% – 100% of Kingfisherholding B, Inc. × 75% – 100% of Kestra Advisor Services Holdings A, Inc. × 75% – 100% of Kestra Advisor Services Holdings B, Inc. × 75% – 100% of Kestra Advisor Services Holdings C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 0.63% – 25% of the firm
- Warburg Pincus Financial Sector, L.P.: 25% – 50% of Kingfisher Holding L.P. × 75% – 100% of Kingfisherholding A, Inc. × 75% – 100% of Kingfisherholding B, Inc. × 75% – 100% of Kestra Advisor Services Holdings A, Inc. × 75% – 100% of Kestra Advisor Services Holdings B, Inc. × 75% – 100% of Kestra Advisor Services Holdings C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 2.5% – 50% of the firm
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) | 07/09/2026 | 2.15 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
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $745M (98% of AUM) Jul 2026
- Jefferson National Securities Corporation $4.7M (2% of AUM) Feb 2018
- American Funds Distributors, Inc. $3.5M (2% of AUM) Feb 2018
- Sei Investments Distribution Co. $744K (0% of AUM) Feb 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: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗