Wealth manager, independent · Lakewood, CO
Hinds Financial Group Inc
SEC-registered investment adviser · CRD 129971 · SEC 801-62684
At a glance
Hinds Financial Group Inc is an SEC-registered investment adviser based in Lakewood, Colorado, with $537 million in regulatory assets under management as of its Form ADV filed December 2, 2025. Its largest client group by assets is high-net-worth individuals, and it reports 298 individual clients. By Form ADV it is a wealth manager, ranked 2,743rd of 8,915 wealth managers and 7,543rd of 17,210 SEC-registered advisers by assets.
Main office 303-985-9889hindsfg.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $537M
- Rank among wealth managers
- #2,743 of 8,915
- Rank among all SEC RIAs
- #7,543 of 17,210
- Rank in Colorado
- #138 of 359
- Individual clients
- 298
- High-net-worth clients
- 136
- Accounts
- 629
- Discretionary
- 98% of AUM
- Employees
- 10
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- Cynthia K. HindsSecretary/advisor/partner
- Jonathan R. KelleyPresident & Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Hinds Financial Group Inc is a hybrid RIA: 9 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed December 2025) names Cetera Advisor Networks and Cetera as the broker-dealer its advisers are registered with.
Members and registered advisory personnel of our firm are registered representatives of Cetera Advisor Networks LLC, a FINRA-registered broker-dealer and member of SIPC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 136 | $466M | 87% |
| Individuals | 162 | $71M | 13% |
| Charitable organizations | – | $0M | <1% |
Disciplinary disclosures
Hinds Financial Group Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗hindsfg.com ↗
AtlasMembers
The full record on Hinds Financial Group Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 5,258 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Hinds Financial Group Inc manage?
Hinds Financial Group Inc reports $537 million in regulatory assets under management across 629 accounts, 98% of it on a discretionary basis, on its Form ADV filed December 2, 2025.
What kind of firm is Hinds Financial Group Inc?
Hinds Financial Group Inc is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Hinds Financial Group Inc’s clients?
By assets, its largest client types are high-net-worth individuals ($466 million, 136 clients); individuals ($71 million, 162 clients); charitable organizations ($255,026).
Does Hinds Financial Group Inc have any disciplinary history?
Hinds Financial Group Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Hinds Financial Group Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2025-12-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →