HATHAWAY FINANCIAL LLC

HATHAWAY FINANCIAL LLC is an SEC-registered investment adviser (CRD 298378). Regulatory assets under management: $39.4M.

Registration

• CRD: 298378
• Type: Registered investment adviser
• Phone: 971-409-4180
• Latest filing: 2026-02-18
• Regulatory AUM: $39.4M
• Discretionary AUM: $39.2M
• Non-discretionary AUM: $211K
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM.

Clients served: 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 298378 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search