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The H Group, Inc.

CRD 106801SEC# 801-39523Portland, OR
Export (members)
No longer SEC-registered. The H Group, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$580.1M
Employees
15
Accounts
1,849
Location
Portland, OR

The H Group, Inc. assets under management

The H Group, Inc. is an investment advisory firm registered with the SEC based in Portland, OR. It reports $580.1 million in regulatory assets under management and employs 15 people.

The H Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Christopher Keil Hicks ControlPresident / Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does The H Group, Inc. manage?

The H Group, Inc. reports $580.1 million in regulatory assets under management on its Form ADV.

How many employees does The H Group, Inc. have?

The H Group, Inc. reports 15 employees.

Where is The H Group, Inc. located?

The H Group, Inc. is based in Portland, OR.

Does The H Group, Inc. disclose fund performance?

The H Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3395 SW Garden View Ave, Portland, OR 97225
Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$580.1MNo change
Mar '25 — $580.1MApr '25 — $580.1MMay '25 — $580.1MJun '25 — $580.1MJul '25 — $580.1MAug '25 — $580.1MSep '25 — $580.1MOct '25 — $580.1MNov '25 — $580.1MDec '25 — $580.1MJan '26 — $580.1MFeb '26 — $580.1MMar '26 — $580.1MApr '26 — $580.1MMay '26 — $580.1MJun '26 — $580.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers

Assets under management

$580.1Mregulatory AUM
Discretionary $580.1M