HPA FINANCIAL GROUP, LLC

HPA FINANCIAL GROUP, LLC is an SEC-registered investment adviser (CRD 289062). Regulatory assets under management: $17.7M.

Registration

• CRD: 289062
• Type: Registered investment adviser
• Phone: 239-430-7007
• Latest filing: 2026-04-30
• Regulatory AUM: $17.7M
• Discretionary AUM: $17.7M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289062 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search