HFG Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,084,564
Total clients
166
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
83
Average account size
$78,823
About
HFG Capital provides ongoing portfolio management to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each client and monitoring portfolios against stated goals and risk tolerances. The firm’s advice typically covers mutual funds, fixed income, insurance products (including annuities), equities and ETFs, and it operates on a non‑discretionary basis, obtaining client permission before effecting trades.
HFG combines fundamental analysis, modern portfolio theory and technical analysis with a long‑term trading orientation, and account reviews are performed at least monthly by the managing member. Clients receive quarterly account reporting from custodians and HFG expressly acknowledges its fiduciary duties when advising retirement accounts under ERISA/IRC standards.
Distinctively, HFG is the manager and adviser to a private pooled vehicle, First Position Debt Fund, LLC, and may recommend that fund to suitable clients with separate fund-level fees and third‑party expenses disclosed in the fund offering. The firm’s advisers are licensed insurance agents affiliated with Hollifield Financial Group and may receive commission compensation for insurance sales; HFG discloses and periodically reviews these conflicts and reported a settled client complaint in 2022 related to an unsuitable recommendation.
Client services
Expertise
Fee options
Up to 1.75% annually
Supervised persons may receive commissions from sale of insurance products, but commissions are not the firm's primary compensation
Minimum fee: Monthly $8 technology fee, reduced proportionally for accounts under $8,000
Main office location
HFG Capital
208 N Cedar Street, #200
Summerville SC 29483, United States
Number of offices
3
Most active in
Florida · North Carolina · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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