Hahn Financial Group provides portfolio management for individuals and small businesses, pension consulting, selecting other managers, and publishing newsletters.
Hahn Financial Group reports 1,861 clients. They include 1,794 individual clients, 52 high-net-worth individuals and 14 charitable organizations. Of its assets, 100.0% ($189M across 3,363 accounts) are managed with discretion. It advised 1,782 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 96% | 75% |
| High-net-worth individuals | 3% | 22% |
| Charitable organizations | <1% | 3% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,794 | $141M | 74.6% | $78.5K |
| High-net-worth individuals | 52 | $42.1M | 22.3% | $809K |
| Charitable organizations | 14 | $5.78M | 3.1% | $413K |
| Corporations and other businesses | Fewer than 5 | $10.9K | 0.0% | $10.9K |
| Total | 1,861 | $189M | 100% | — |
- Clients
- 1,794
- Regulatory AUM
- $141M
- AUM share
- 74.6%
- Avg. per client
- $78.5K
- Clients
- 52
- Regulatory AUM
- $42.1M
- AUM share
- 22.3%
- Avg. per client
- $809K
- Clients
- 14
- Regulatory AUM
- $5.78M
- AUM share
- 3.1%
- Avg. per client
- $413K
- Clients
- Fewer than 5
- Regulatory AUM
- $10.9K
- AUM share
- 0.0%
- Avg. per client
- $10.9K
Total
- Clients
- 1,861
- Regulatory AUM
- $189M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1,782
- Private funds advised
- 0
Hahn Financial Group charges 0.50%–1.75% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Qualified and ERISA plan services
- Plan services are a negotiable annual fee from 0.50% on assets under $10 million down to 0.25% on assets of $250 million or more.
Hahn Financial Group Inc. Esop Trust owns 75% or more of Hahn Financial Group. The leadership team of Hahn Financial Group includes President Verlyn Hahn and Chief Compliance Officer Kelly Hahn. It has 16 employees, 9 of them in advisory roles.
Leadership
- Verlyn HahnPresident
- Kelly HahnChief Compliance Officer
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
Staff
- 16 employees
- 9 in advisory functions
- 9 state-registered reps
- 15 insurance agents
- Owns 75% or more of Hahn Financial Group Inc.
Hahn Financial Group Inc. Esop Trust
Control person · since September 2025
Hahn Financial Group’s regulatory assets grew 3.0× from $63.1M (July 2021) to $189M (August 2026); clients rose from 896 to 1,861 and employees from 9 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $189M | 1,861 | 16 | 1 |
| July 2025 | $134M | 1,617 | 16 | 1 |
| June 2024 | $122M | 1,488 | 14 | 1 |
| July 2023 | $83.9M | 1,105 | 15 | 1 |
| July 2022 | $83.1M | 1,030 | 15 | 1 |
| July 2021 | $63.1M | 896 | 9 | 1 |
Besides its headquarters, Hahn Financial Group has 0 offices, with 1 listed address in South Dakota.
South Dakota · 1 listed address
- 1000 E. 41st St., Sioux FallsHQ
Contact and registration details
- Legal name
- Hahn Financial Group Inc.
- Headquarters
- 1000 E. 41st St., Sioux Falls, SD 57105
- Website
- Not reported
- Phone
- 605-275-3600
- SEC file
- 801-80401
- Structure
- South Dakota corporation
- Fiscal year end
- December
Hahn Financial Group uses Charles Schwab ($188M) as custodian for its separately managed accounts. Hahn Financial Group has custody of $165M in client assets for 1,661 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $188M100%
At year end, Hahn Financial Group’s separately managed accounts were mostly in funds (98%).
What the accounts hold
- Stocks1%
- Funds98%
- Cash1%
How many clients does Hahn Financial Group have?
Hahn Financial Group has 1,861 clients and manages $189 million for them, as of August 2026. They include 1,794 individual clients, 52 high-net-worth individuals and 14 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 August 2026
What services does Hahn Financial Group offer?
Hahn Financial Group provides portfolio management for individuals and small businesses, pension consulting, selecting other managers, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hahn Financial Group charge?
Hahn Financial Group charges 0.50%–1.75% a year for its Asset Management. The fee is billed in advance and is negotiable.
Which custodians does Hahn Financial Group use?
Hahn Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $188M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 August 2026
How many financial advisors does Hahn Financial Group have?
Hahn Financial Group has 9 investment adviser representatives registered with state securities authorities, out of 16 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 15 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hahn Financial Group invest in?
At the end of its last fiscal year, Hahn Financial Group’s separately managed accounts held 98% registered funds (mutual funds, ETFs, BDCs), 1% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hahn Financial Group?
Hahn Financial Group’s direct owner is Hahn Financial Group Inc. Esop Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 August 2026
How does Hahn Financial Group get paid?
Hahn Financial Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hahn Financial Group?
Hahn Financial Group’s main office is at 1000 E. 41st St., Sioux Falls, SD 57105. Its phone number is 605-275-3600.