Hinton Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
52
0% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
26
Average account size
$0
About
Hinton Financial provides advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm does not directly manage client assets; instead it places clients with registered third‑party managers and serves as a liaison, handling paperwork, delivering disclosure materials, and performing ongoing monitoring.
The firm’s recommendations are based on information gathered about a client’s financial situation, goals, and risk tolerance and focus on matching clients to third‑party manager strategies and investment styles. Hinton Financial reviews TPM performance and client account statements quarterly and discloses the nature of its referral and ongoing service arrangements to clients.
Noteworthy aspects of the firm include its operation as an affiliated insurance agency: principals are licensed insurance agents who spend a portion of their time selling insurance and receive commissions for those sales, a relationship the brochure discloses as a potential conflict and addresses through suitability assessments and disclosures. The firm also discloses that it receives an ongoing portion of TPM advisory fees and participates in an AUM‑based incentive program with its TPM partner; Hinton Financial does not custody assets or vote client proxies and says it mitigates conflicts through disclosure and its fiduciary obligations.
Client services
Expertise
Fee options
$300 annual fee for Client Directed Accounts charged by TPM; no fee charged by Hinton Financial for CDA.
$0+: 1.70% annually (Strategic, Tactical, Allocation and Defined Outcome Portfolios total fee from TPM and Hinton Financial) $0+: 1.00% annually (Preservation Portfolios total fee from TPM and Hinton Financial) $0+: 1.50% annually (Private Wealth Portfolios total fee from TPM and Hinton Financial)
Insurance product commissions received by firm and management as disclosed; separate from advisory fees.
Main office location
Hinton Financial
1074 Pedigo Way, Suite 400
Bowling Green KY 42103, United States
Number of offices
1
Most active in
Kentucky
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
Quick links
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