{"url":"https://nivawealth.com/firms/houlihan-financial-resource-group-116670","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/116670","regulatoryAum":357188973,"crd":"116670","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5604966","suffix":null,"lastName":"FITCH","firstName":"CARLTON","middleName":"LEE"},{"crd":"1300173","suffix":null,"lastName":"HOULIHAN","firstName":"PATRICIA","middleName":"POWELL"},{"crd":"3237453","suffix":null,"lastName":"HOULIHAN","firstName":"RYAN","middleName":"P"}],"total":3,"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":"2021-03-08","regulatoryAum":283279780,"clients":180,"employees":4,"offices":1},{"filedOn":"2022-03-24","regulatoryAum":313303141,"clients":186,"employees":4,"offices":1},{"filedOn":"2023-03-24","regulatoryAum":287188375,"clients":185,"employees":4,"offices":1},{"filedOn":"2024-04-15","regulatoryAum":322419429,"clients":191,"employees":4,"offices":1},{"filedOn":"2025-03-26","regulatoryAum":324482817,"clients":185,"employees":4,"offices":1},{"filedOn":"2026-03-24","regulatoryAum":357188973,"clients":171,"employees":4,"offices":1}],"secFileNumber":"801-61192","legalName":"Houlihan 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They include 93 high-net-worth individuals and 78 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Houlihan Financial Resource Group offer?","answer":"Houlihan Financial Resource Group provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Houlihan Financial Resource Group charge?","answer":"Houlihan Financial Resource Group charges 0.50%–1.00% a year for its Asset Management. The fee is billed in advance.","source":"2026 FORM ADV PART 2A, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Houlihan Financial Resource Group use?","answer":"Houlihan Financial Resource Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $190M and Charles Schwab & Co., Inc. (San Francisco, CA), with $167M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Houlihan Financial Resource Group have?","answer":"Houlihan Financial Resource Group has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Houlihan Financial Resource Group invest in?","answer":"At the end of its last fiscal year, Houlihan Financial Resource Group’s separately managed accounts held 77% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs) and 8% cash and equivalents.","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 Houlihan Financial Resource Group?","answer":"Houlihan Financial Resource Group’s direct owners are Patricia Houlihan (50% to 75%) and Ryan Houlihan (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Houlihan Financial Resource Group get paid?","answer":"Houlihan Financial Resource Group is paid through a percentage of assets under management and hourly charges. 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":"Is Houlihan Financial Resource Group registered with the SEC?","answer":"Yes, Houlihan Financial Resource Group has been registered with the SEC as an investment adviser since 22 May 2002. Its CRD number is 116670 and its SEC file number is 801-61192.","source":"Form ADV Part 1A, Item 1, filed 24 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Houlihan Financial Resource Group?","answer":"Houlihan Financial Resource Group’s main office is at 20405 Exchange Street, Suite 371, Ashburn, VA 20147. Its phone number is 703-796-0800. 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