HEPNER FINANCIAL SERVICES, LLC

HEPNER FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 144045). Regulatory assets under management: $38.7M.

Registration

• CRD: 144045
• Type: Registered investment adviser
• Phone: 410-442-0271
• Latest filing: 2026-02-18
• Regulatory AUM: $38.7M
• Discretionary AUM: $38.7M
• Clients: 1
• Accounts: 171

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 144045 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search