Hyperion Financial, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 313014
· Shillington, PA
· thecollegedude.com
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ADV data as of Feb 20, 2026
- Regulatory AUM
- $89.8M
- Discretionary
- $89.8M
- Clients
- 182
- Avg AUM / client
- $494K
- Accounts
- 520
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 162 | $54.9M | 61.1% |
| High net worth individuals | 20 | $35.0M | 38.9% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Paul Cieniewicz | Registered representative | CFP | May 2021 (5y) | |
| Michael Paul Hartman | Registered representative | CFP | May 2021 (5y) | |
| Tyler Charles Storms | Registered representative | May 2021 (5y) |
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) | 02/20/2026 | 1.11 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $74.5M (83% of AUM) Feb 2026
- Capital Group $10.7M (12% of AUM) Feb 2026
- Mtg, Llc $4.6M (5% of AUM) Feb 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: Feb 20, 2026.
View current Form ADV (SEC/IAPD) ↗