Wealth manager, independent · Grand Rapids, MI
Hungerford Financial LLC
Hanc Wealth Management, LLC · SEC-registered investment adviser · CRD 249789 · SEC 801-114535
At a glance
Hungerford Financial LLC is an SEC-registered investment adviser based in Grand Rapids, Michigan, with $492 million in regulatory assets under management as of its Form ADV filed July 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 285 individual clients. By Form ADV it is a wealth manager, ranked 2,932nd of 8,915 wealth managers and 7,893rd of 17,210 SEC-registered advisers by assets.
Main office 616-302-1558hungerfordfinancial.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $492M
- Rank among wealth managers
- #2,932 of 8,915
- Rank among all SEC RIAs
- #7,893 of 17,210
- Rank in Michigan
- #123 of 305
- Individual clients
- 285
- High-net-worth clients
- 94
- Accounts
- 1,061
- Discretionary
- 93% of AUM
- Employees
- 5
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Thomas J. PriceManaging Member/cco
Custody and brokerage
Broker-dealer
Hybrid RIA
Hungerford Financial LLC is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Thomas Price.
- Thomas Price
Its Form ADV brochure (filed July 2026) names United Planners Financial Services as the broker-dealer its advisers are registered with.
OTHER SECURITIES COMPENSATION The firm’s investment adviser representatives are also registered representatives of United Planners Financial Services (“UPFS”), member FINRA/SIPC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 94 | $290M | 59% |
| Charitable organizations | 35 | $92M | 19% |
| Individuals | 191 | $71M | 15% |
| Pension and profit sharing plans | 22 | $35M | 7% |
| Corporations or other businesses | 7 | $3M | <1% |
Disciplinary disclosures
Hungerford Financial LLC 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
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗hungerfordfinancial.com ↗
AtlasMembers
The full record on Hungerford Financial LLC
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, 6 years of filings
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- Growth over one, three and five years
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- Rank against 5,494 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Hungerford Financial LLC manage?
Hungerford Financial LLC reports $492 million in regulatory assets under management across 1,061 accounts, 93% of it on a discretionary basis, on its Form ADV filed July 31, 2026.
What kind of firm is Hungerford Financial LLC?
Hungerford Financial LLC 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 Hungerford Financial LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($290 million, 94 clients); charitable organizations ($92 million, 35 clients); individuals ($71 million, 191 clients).
Does Hungerford Financial LLC have any disciplinary history?
Hungerford Financial LLC 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 Hungerford Financial LLC’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 (2026-07-31), 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 →