Hopwood Financial Services, Inc.
● SEC registered since 2003CRD 127927SEC# 801-62268Reston, VA
Reg. AUM
$750.3M
Employees
11
Accounts
1,068
Location
Reston, VA
Hopwood Financial Services, Inc. assets under management
Hopwood Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Reston, VA. The firm has been registered since 2003. It reports $750.3 million in regulatory assets under management and employs 11 people.
Hopwood Financial Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Herbert Gladstone Hopwood Control | President/Chief Compliance Officer | Over 75% | 2003 |
| Kevin James Galvin | Executive Vice President | 10-25% | 2019 |
Frequently asked questions
How much does Hopwood Financial Services, Inc. manage?
Hopwood Financial Services, Inc. reports $750.3 million in regulatory assets under management on its Form ADV.
How many employees does Hopwood Financial Services, Inc. have?
Hopwood Financial Services, Inc. reports 11 employees.
Where is Hopwood Financial Services, Inc. located?
Hopwood Financial Services, Inc. is based in Reston, VA and has been SEC-registered since 2003.
Does Hopwood Financial Services, Inc. disclose fund performance?
Hopwood Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10740 Parkridge Blvd., Suite 150, Reston, VA 20191 |
| Phone | 703-787-0008 |
| Fax | 703-759-0974 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2023166 |
| Discloses disciplinary history | No |
Regulatory AUM
$750.3M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$750.3Mregulatory AUM
Discretionary $750.3M