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Hughes Financial Services, LLC

● SEC registered since 2015CRD 173195SEC# 801-80866Herndon, VA
Export (members)
Reg. AUM
$759.8M
Employees
12
Accounts
2,327
Location
Herndon, VA

Hughes Financial Services, LLC assets under management

Hughes Financial Services, LLC is a registered investment adviser overseen by the SEC based in Herndon, VA. The firm has been registered since 2015. It reports $759.8 million in regulatory assets under management and employs 12 people.

Hughes Financial Services, LLC owners & executives

17 reported
NameTitleOwnershipSince
Berkeley Byron Meredith ControlManaging MemberUnder 5%2023
Bluespring Wealth Partners, LLC ControlPartnershipOver 75%2023
Daniel Scott Hughes ControlManaging MemberUnder 5%2009
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Frequently asked questions

How much does Hughes Financial Services, LLC manage?

Hughes Financial Services, LLC reports $759.8 million in regulatory assets under management on its Form ADV.

How many employees does Hughes Financial Services, LLC have?

Hughes Financial Services, LLC reports 12 employees.

Where is Hughes Financial Services, LLC located?

Hughes Financial Services, LLC is based in Herndon, VA and has been SEC-registered since 2015.

Does Hughes Financial Services, LLC disclose fund performance?

Hughes Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2201 Cooperative Way, Suite 150, Herndon, VA 20171
Phone703-669-3660
Fax703-880-4905
Office hours8:30 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$759.8M▲ 23%
Mar '25 — $616.4MApr '25 — $616.4MMay '25 — $616.4MJun '25 — $616.4MJul '25 — $616.4MAug '25 — $616.4MSep '25 — $616.4MOct '25 — $616.4MNov '25 — $616.4MDec '25 — $616.4MJan '26 — $616.4MFeb '26 — $759.8MMar '26 — $759.8MApr '26 — $759.8MMay '26 — $759.8MJun '26 — $759.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$759.8Mregulatory AUM
Discretionary $747.7MNon-discretionary $12.1M