FlexHedz Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,583,546
This total excludes 14 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
76
74% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
76
Average account size
$231,362
About
FlexHedz Group LLC provides discretionary portfolio management primarily to individual investors, including high-net-worth clients, and also accepts corporate or business entity accounts. The firm focuses on managing portfolios of equities, options and ETFs and conducts regular portfolio monitoring for ongoing advisory clients.
Its investment process combines fundamental and quantitative analysis with modern portfolio theory, and the firm uses both short- and long-term trading, including long/short approaches and options strategies for growth and hedging. FlexHedz generally requires discretionary trading authority and delivers portfolio oversight and quarterly account reporting through the client’s custodian.
Compared with many solo independent advisers, the firm is notable for explicitly serving corporate or business clients and for active use of equity and index options as part of its strategies. It is a recently formed, single-advisor RIA with roughly $17.6 million in assets under management, requires custody at its selected custodians, and maintains a written Code of Ethics and personal-trading policies to address potential conflicts.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$0 - $100,000: 2% $100,001+: 1.5%
Account minimum: $50,000
Main office location
FlexHedz Group LLC
Katy TX, United States
Number of offices
1
Most active in
FlexHedz Group LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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