HACKETT FINANCIAL GROUP, LLC

HACKETT FINANCIAL GROUP, LLC of WIMBERLEY, TX is an SEC-registered investment adviser (CRD 141656). Regulatory assets under management: $159.1M.

Registration

• CRD: 141656
• SEC file number: 801-132704
• Type: Registered investment adviser
• Location: 840 EAST SUMMIT DRIVE, WIMBERLEY, TX, 78676
• Phone: (512) 847-0630
• Latest filing: 2026-02-26
• Regulatory AUM: $159.1M
• Discretionary AUM: $159.1M
• Clients: 7
• Accounts: 710

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141656 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search