Hodge Financial Services, LLC
● SEC registered since 2009CRD 127213SEC# 801-70530
Reg. AUM
$19.7M
Employees
1
Accounts
31
Location
—
Hodge Financial Services, LLC assets under management
Hodge Financial Services, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2009. It reports $19.7 million in regulatory assets under management and employs 1 people.
Hodge Financial Services, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bethany Lynn Hodge | Member | 5-10% | 2012 |
| Bonnie Rose Hodge | Member | 5-10% | 2012 |
| Courtney Allison Hodge | Member | 5-10% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Hodge Financial Services, LLC manage?
Hodge Financial Services, LLC reports $19.7 million in regulatory assets under management on its Form ADV.
How many employees does Hodge Financial Services, LLC have?
Hodge Financial Services, LLC reports 1 employees.
Does Hodge Financial Services, LLC disclose fund performance?
Hodge Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 603-336-5942 |
| Fax | 603-336-5964 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$19.7M▼ 52%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$19.7Mregulatory AUM
Discretionary $19.7M