Houlihan Financial Resource Group, Ltd.

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Client assets under management

$357,188,973

Clients

171

54% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$2,088,824

About

Houlihan Financial Resource Group provides personalized financial planning and discretionary investment management to individuals (including high‑net‑worth clients), as well as trusts, foundations, pensions, and corporations. The firm generally requires clients seeking asset management to place at least $1,000,000 with the firm, subject to waiver.

The firm develops asset‑allocation guidelines through client interviews and allocates portfolios among five internal investment programs (Core Equity, Core Satellite, Strategic Satellite, Core Fixed Income, and cash equivalents), using mutual funds, ETFs and individual securities. Accounts are managed on a discretionary basis with continuous monitoring, relying primarily on fundamental analysis while also incorporating technical analysis and behavioral‑finance considerations, and clients grant trading authority via a limited power of attorney.

Distinctive features include a small advisory team with collectively over 75 years of experience managing roughly $357 million in client assets while retaining all portfolio management in‑house rather than selecting third‑party managers. The brochure also notes the firm’s occasional use of margin and allocations to vehicles such as MLPs and REITs, that clients retain proxy voting authority (proxies are sent directly to clients), and that standalone planning fees are typically waived for clients who engage the firm for asset management.

Client services

Financial planning Portfolio management

Expertise

Wealth management Passive / index investing Active portfolio management Concentrated stock management

Fee options

Project-based

$125 to $400 per hour depending on staff member

Other

Account minimum: $1,000,000

Main office location

Houlihan Financial Resource Group, Ltd.

20405 Exchange Street, Suite 371

Ashburn VA 20147, United States

Number of offices

Most active in

California · Colorado · District of Columbia · Florida · Maryland · North Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 703-796-0800

Advisors at this firm

Patricia H

CFP®, Series 63, Series 65

Ashburn, VA

Houlihan Financial Resource Group, Ltd.

Patricia Houlihan is a CFP® with 23 years of industry experience and has been with Houlihan Financial Resource Group, Ltd. since 1999. She holds Series 63 and Series 65 licenses and is based in Ashburn, VA. Houlihan Financial Resource Group, Ltd. is a privately owned advisory firm offering discretionary portfolio management and integrated financial planning to individuals, trusts, foundations, pensions, and corporations. The firm primarily serves high-net-worth clients using an in-house management model and implements portfolios through five internal investment program categories.

Wealth management Passive / index investing Active portfolio management Concentrated stock management

Ryan H

Series 65

Reston, VA

Houlihan Financial Resource Group, Ltd.

Ryan Houlihan is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with Houlihan Financial Resource Group, Ltd. since 2000. Houlihan Financial Resource Group, Ltd. is a privately owned advisory firm providing discretionary portfolio management and integrated financial planning to individuals, trusts, foundations, pensions, and corporations. The firm serves high-net-worth and non-high-net-worth clients, managing assets through an in-house investment model that includes five internal program categories and offering both discretionary management and an automated portfolio service for smaller accounts.

Wealth management Passive / index investing Active portfolio management Concentrated stock management

Carlton F

Series 65

Ashburn, VA

Houlihan Financial Resource Group, Ltd.

Carlton Fitch is a financial advisor at Houlihan Financial Resource Group, Ltd. in Ashburn, VA, holding a Series 65 designation with 17 years of industry experience. He has been with Houlihan Financial Resource Group since 2006. Houlihan Financial Resource Group, Ltd. is a privately owned advisory firm providing discretionary portfolio management and integrated financial planning to individuals, trusts, foundations, pensions, and corporations. The firm primarily serves high-net-worth individuals and tailors asset allocation guidelines through five internal investment program categories, managing accounts on a discretionary basis or via Schwab’s automated platform for smaller clients.

Wealth management Passive / index investing Active portfolio management Concentrated stock management

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