Hoge Financial Services, LLC
● SEC registered since 2009CRD 148209SEC# 801-69665Canonsburg, PA
Reg. AUM
$621.9M
Employees
6
Accounts
1,678
Location
Canonsburg, PA
Hoge Financial Services, LLC assets under management
Hoge Financial Services, LLC is an investment advisory firm registered with the SEC based in Canonsburg, PA. The firm has been registered since 2009. It reports $621.9 million in regulatory assets under management and employs 6 people.
Hoge Financial Services, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Garrett Stewart Hoge Control | Member | Under 5% | 2021 |
| Hoge Financial Holdings, LLC Control | Member | Over 75% | 2021 |
| Kent David Aloia | Chief Compliance Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Hoge Financial Services, LLC manage?
Hoge Financial Services, LLC reports $621.9 million in regulatory assets under management on its Form ADV.
How many employees does Hoge Financial Services, LLC have?
Hoge Financial Services, LLC reports 6 employees.
Where is Hoge Financial Services, LLC located?
Hoge Financial Services, LLC is based in Canonsburg, PA and has been SEC-registered since 2009.
Does Hoge Financial Services, LLC disclose fund performance?
Hoge Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 Southpointe Blvd., Plaza One, Suite 420, Canonsburg, PA 15317 |
| Phone | 724-745-9406 |
| Fax | 724-745-9408 |
| Office hours | 9:00 a.m. To 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$621.9M▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$621.9Mregulatory AUM
Discretionary $569.6MNon-discretionary $52.2M