The Hogan-Knotts Financial Group, Inc.
● SEC registered since 1989CRD 106758SEC# 801-33850Red Bank, NJ
Reg. AUM
$331.6M
Employees
4
Accounts
661
Location
Red Bank, NJ
The Hogan-Knotts Financial Group, Inc. assets under management
The Hogan-Knotts Financial Group, Inc. operates as an SEC-registered investment adviser based in Red Bank, NJ. The firm has been registered since 1989. It reports $331.6 million in regulatory assets under management and employs 4 people.
The Hogan-Knotts Financial Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Edward Hogan Control | President | 50-75% | 1988 |
| Timothy Andrew Knotts Control | Chief Compliance Officer | 50-75% | 2004 |
Frequently asked questions
How much does The Hogan-Knotts Financial Group, Inc. manage?
The Hogan-Knotts Financial Group, Inc. reports $331.6 million in regulatory assets under management on its Form ADV.
How many employees does The Hogan-Knotts Financial Group, Inc. have?
The Hogan-Knotts Financial Group, Inc. reports 4 employees.
Where is The Hogan-Knotts Financial Group, Inc. located?
The Hogan-Knotts Financial Group, Inc. is based in Red Bank, NJ and has been SEC-registered since 1989.
Does The Hogan-Knotts Financial Group, Inc. disclose fund performance?
The Hogan-Knotts Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 298 Broad St, Red Bank, NJ 07701 |
| Phone | 732-842-7400 |
| Fax | N/A |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$331.6M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$331.6Mregulatory AUM
Discretionary $331.6M