Greg Hodges Financial Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,455,822
Clients
26
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$594,455
About
Greg Hodges Financial Advisory provides investment advisory and portfolio management services to individual clients, typically charging fees based on a percentage of assets under management. The firm’s client base is small (26 clients) with approximately $15.5 million in assets under management, and it focuses on direct advisory relationships rather than serving institutional or high-net-worth niches.
The firm primarily delivers advice and recommendations on a non-discretionary basis, meaning clients generally retain final trading authority and the adviser implements strategies only with client approval. This structure supports a relationship-oriented approach in which the adviser reviews portfolios and proposes changes rather than executing trades independently.
What is distinctive about the firm compared with most independent peers is its largely non-discretionary model; only a minority of independent advisors operate primarily this way. Combined with the small client roster and the percentage-of-AUM fee model, the firm’s practice emphasizes collaborative decision-making and individualized attention over delegated portfolio management.
Client services
Financial planning
Portfolio management
Main office location
Greg Hodges Financial Advisory
Normal IL, United States
Number of offices
1
Most active in
Greg Hodges Financial Advisory has reported serving >5 clients in these states in the last 12 months.
Indiana
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
Quick links
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