Hd Money, Inc.
● SEC registered since 2022CRD 167623SEC# 801-125764Sarasota, FL
Reg. AUM
$386.1M
Employees
12
Accounts
998
Location
Sarasota, FL
Hd Money, Inc. assets under management
Hd Money, Inc. is a registered investment adviser overseen by the SEC based in Sarasota, FL. The firm has been registered since 2022. It reports $386.1 million in regulatory assets under management and employs 12 people.
Hd Money, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Kermit Tarleton | Chief Compliance Officer | Under 5% | 2025 |
| Phillip Bruce Dickson Control | Managing Member | 50-75% | 2016 |
| Stuart Kenneth Dickson Control | Managing Member | 50-75% | 2015 |
Frequently asked questions
How much does Hd Money, Inc. manage?
Hd Money, Inc. reports $386.1 million in regulatory assets under management on its Form ADV.
How many employees does Hd Money, Inc. have?
Hd Money, Inc. reports 12 employees.
Where is Hd Money, Inc. located?
Hd Money, Inc. is based in Sarasota, FL and has been SEC-registered since 2022.
Does Hd Money, Inc. disclose fund performance?
Hd Money, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3322 Bee Ridge Road, Suite 200, Sarasota, FL 34239 |
| Phone | 941-925-2121 |
| Fax | (941) 925-2228 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$386.1M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$386.1Mregulatory AUM
Discretionary $386.1M