{"url":"https://nivawealth.com/firms/hoge-financial-services-148209","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/148209","regulatoryAum":621882966,"crd":"148209","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5415643","suffix":null,"lastName":"ALOIA","firstName":"KENT","middleName":"DAVID"},{"crd":"6199841","suffix":null,"lastName":"Booth","firstName":"AMANDA","middleName":"Oswald"},{"crd":"1185035","suffix":null,"lastName":"HOGE","firstName":"GARRETT","middleName":"STEWART"},{"crd":"5151328","suffix":null,"lastName":"KARNS","firstName":"JEFFREY","middleName":"ANDREW"},{"crd":"2764173","suffix":null,"lastName":"Lee","firstName":"Jessica","middleName":"B"},{"crd":"4384995","suffix":null,"lastName":"PARRISH","firstName":"DEBRA","middleName":"MARIE"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-22","regulatoryAum":373527023,"clients":512,"employees":6,"offices":1},{"filedOn":"2022-06-23","regulatoryAum":441206792,"clients":528,"employees":5,"offices":1},{"filedOn":"2023-07-17","regulatoryAum":388083814,"clients":548,"employees":5,"offices":1},{"filedOn":"2024-03-19","regulatoryAum":460190214,"clients":566,"employees":5,"offices":1},{"filedOn":"2025-07-15","regulatoryAum":533769756,"clients":543,"employees":6,"offices":1},{"filedOn":"2026-09-11","regulatoryAum":621882966,"clients":557,"employees":6,"offices":1}],"secFileNumber":"801-69665","legalName":"Hoge 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They include 378 individual clients, 166 high-net-worth individuals, and 11 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hoge Financial Services offer?","answer":"Hoge Financial Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hoge Financial Services charge?","answer":"Hoge Financial Services charges 0.50%–1.25% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"H FINANCIAL MANAGEMENT DISCLOSURE BROCHURE, filed 11 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hoge Financial Services use?","answer":"Hoge Financial Services’ separately managed account assets are held at Fidelity Management & Trust Company (Boston, MA), with $599M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hoge Financial Services have?","answer":"Hoge Financial Services has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 2 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hoge Financial Services invest in?","answer":"At the end of its last fiscal year, Hoge Financial Services’ separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 8% cash and equivalents, 2% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hoge Financial Services?","answer":"Hoge Financial Services is owned through a chain of holding companies by Garrett Hoge, Merchant Investment Management Holdings, LLC, Sixth Street Tao Partners (C), L.P. and Sixth Street Tao Partners (B), L.P. Its direct owner is Hoge Financial Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 11 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hoge Financial Services get paid?","answer":"Hoge Financial Services is paid through a percentage of assets under management, hourly charges and fixed fees. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Hoge Financial Services?","answer":"Hoge Financial Services’ main office is at 400 Southpointe BLVD., Plaza One, Suite 420, Canonsburg, PA 15317. Its phone number is 724-745-9406. 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