GREG HODGES FINANCIAL ADVISORY

GREG HODGES FINANCIAL ADVISORY is an SEC-registered investment adviser (CRD 135475). Regulatory assets under management: $15.5M.

Registration

• CRD: 135475
• Type: Registered investment adviser
• Phone: 317-203-0425
• Latest filing: 2026-01-30
• Regulatory AUM: $15.5M
• Non-discretionary AUM: $15.5M
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135475 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search