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Hantz Financial Services

SEC-registered adviser since 2015Southfield, MICRD 46047

$10.0B
AUM
24,070
Clients
See fees
Fee
333
Advisory staff

From Form ADV filed 8 September 2026 · data retrieved 15 October 2026SEC record

Hantz Financial Services is an investment adviser headquartered in Southfield, Michigan, and registered with the SEC since 2015. Its clients include other individuals, high-net-worth individuals, and corporations and other businesses. High-net-worth individuals account for 45% of its regulatory assets under management.

Its services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Fee arrangements include a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Hantz Group, Inc. owns 75% or more of Hantz Financial Services.

Clients

Hantz Financial Services serves 24,070 clients, 2,423 of them high-net-worth individuals. The average client has about $415,000 with the firm, and high-net-worth clients hold 45% of its $10 billion in assets.

Regulatory assets by client type
  • Individuals21,201 clients54%
  • High-net-worth individuals2,423 clients45%
  • OtherPension and profit-sharing plans, Charitable organizations, Corporations and other businesses1%
Show client breakdown
Individuals (other than HNW)
Clients
21,201
Regulatory AUM
$5,425,191,699
Share
54.2%
Avg. per client
$256K
High-net-worth individuals
Clients
2,423
Regulatory AUM
$4,498,854,879
Share
45.0%
Avg. per client
$1.86M
Pension and profit-sharing plans
Clients
25
Regulatory AUM
$12,715,898
Share
0.1%
Avg. per client
$509K
Charitable organizations
Clients
230
Regulatory AUM
$15,137,778
Share
0.2%
Avg. per client
$66K
Corporations and other businesses
Clients
191
Regulatory AUM
$48,647,878
Share
0.5%
Avg. per client
$255K

Total

Clients
24,070
Regulatory AUM
$10,000,548,132
Share
100%
Avg. per client
$415K

What it does

Hantz Financial Services provides financial planning, portfolio management for individuals and small businesses, pension consulting and selecting other managers. It is paid through a percentage of assets, hourly charges, fixed fees and performance-based fees.

Hantz Financial Services provided financial planning to 20,500 clients last fiscal year and advises 5 private funds.

89.8% of assets ($8.99B across 117,262 accounts) are managed with discretion; $1.02B across 4,189 accounts are not. 0% of clients are outside the U.S., and 1,861 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks95%
  • Bonds2%
    • U.S. government and agency bonds1%
    • State and local bonds1%
  • Cash3%

Custodians

Hantz Financial Services’ client accounts are held mainly at Charles Schwab, with 66% of managed assets. Hantz Financial Services has custody of $28.3M for 117 clients.

Managed account assets by custodian
  • Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $6.65B66%
  • All other custodians$3.35B34%

Ownership and leadership

Hantz Group, Inc. owns 75% or more of Hantz Financial Services.

Who owns the firm
Hantz Financial Services, Inc.· the adviser

  • Hantz Group, Inc.

    Control person · since December 1999

    Owns 75% or more of Hantz Financial Services, Inc.

Leadership

  • John Francis Machcinski
    President/Secretary/Chief Compliance Officer
  • Antonio Andre Natale
    Vice President of Asset Management
  • David Joseph Arnold
    Senior VP
  • John Frederick Beebe
    Senior VP
  • Samantha Tracy Escobedo
    Senior VP
  • John Russell Hantz
    Director
  • Kimberly Diane Hantz
    Director
  • Lauren Christine Hantz
    Director
  • Thomas Craig McAlear
    Director
  • Robert Matthew McClain
    Senior VP
  • Jamie Miller Racine
    Senior VP
  • Michael Oras Reid
    Senior VP
  • David Joseph Shea
    Director
  • Jeffery Harold Soper
    Senior VP
  • Daniel Joseph Stevens
    Senior VP
  • Renee Ann Yaroch
    VP/CFO/FINOP/Principal Operations Officer

Staff

  • 435 employees
  • 333 in advisory functions
  • 353 broker-dealer reps
  • 337 insurance agents

Reported holdings

Hantz Financial Services’ reported 13F holdings total $7.39M across 2,565 positions, and the ten largest make up 38.4% of it.

$7.39M
Reported 13F value
2,565
Positions
38.4%
In the 10 largest
+12.7%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. iShares TR · Usd7.4%
  2. Profesionally Managed Portfo · Usd4.9%
  3. Segall Bryant Hamill TR · Usd4.7%
  4. iShares TR · Usd4.0%
  5. Vanguard Admiral Fds Inc. · Usd3.4%
  6. iShares TR · Usd3.2%
  7. Profesionally Managed Portfo · Usd3.0%
  8. 2023 ETF Series Trust · Usd2.9%
  9. iShares TR · Usd2.7%
  10. 2023 ETF Series Trust · Usd2.3%

Together, the ten largest are 38.4% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 13 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $7.39M is not its $10.00B in regulatory assets and does not represent any individual client's portfolio.

Fees

Hantz Financial Services is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and performance-based fees.

Hantz Financial Services’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Hantz Financial Services has 20 offices, with 21 listed addresses across 2 states.

Listed office addresses by state

Michigan · 18 listed addresses

  • 26200 American Drive, Fifth Floor, SouthfieldHQ
  • 320 Ashmun Street, Sault Ste. Marie
  • 44520 Michigan Avenue, Canton
  • 2185 East Pickard Road, Suite A, MT. Pleasant
  • 2205 Ridgewood DR., Midland
  • 2876 28th Street S.W., Grandville
  • 5200 Milwaukee, Tecumseh
  • 2400 Green Road, Ann Arbor
  • 228 West Washington Street, Marquette
  • 924 East 8th Street, Traverse City
  • 125 West Lafayette, Romeo
  • 3450 Alaiedon Parkway., Okemos
  • 22919 Eureka Road, Taylor
  • 24668 Hall Road, Clinton Township
  • 625 S. State Street, Davison
  • 5360 Hampton Place, Saginaw
  • 3754 Ranchero Drive, Ann Arbor
  • 115 First Street, Bay City

Registration details

Legal name
Hantz Financial Services, Inc.
Headquarters
26200 American Drive, Fifth Floor, Southfield, MI 48034
Phone
248-304-2855
Website
www.hantzgroup.com
SEC file
801-106859
Structure
Michigan corporation
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Hantz Financial Services have?

Hantz Financial Services has 24,070 clients and manages $10 billion for them, as of September 2026. They include 21,201 other individuals, 2,423 high-net-worth individuals and 230 charitable organizations.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026

What services does Hantz Financial Services offer?

Hantz Financial Services provides financial planning, portfolio management for individuals and small businesses, pension consulting and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Hantz Financial Services use?

Hantz Financial Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $6,646,816,097. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026

How many financial advisors does Hantz Financial Services have?

Hantz Financial Services has 0 investment adviser representatives registered with state securities authorities, out of 435 employees, and 333 perform investment advisory functions. 353 are registered representatives of a broker-dealer and 337 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 Hantz Financial Services invest in?

At the end of its last fiscal year, Hantz Financial Services’ separately managed accounts held 95% exchange-traded equities, 3% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds. It advises 5 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Hantz Financial Services?

Hantz Financial Services is owned through a holding company by John Russell Hantz. Its direct owner is Hantz Group, Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 8 September 2026

How does Hantz Financial Services get paid?

Hantz Financial Services is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 8 September 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 46047.
  3. Form 13F-HR, filed 13 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Hantz Financial Services, Inc. and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.