Hyvorian Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$139,604
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$69,802
About
Hyvorian Financial serves individuals and families as well as charitable organizations, corporations, small businesses, and certain institutional clients with a combination of investment management, comprehensive financial planning, and educational seminars or coaching. Services explicitly cover retirement, education, charitable giving and cash‑flow analysis, and seminars are offered to clients and the public in person or virtually.
The firm’s investment approach is stewardship‑based and biblically grounded, emphasizing long‑term, values‑aligned portfolios using fundamental analysis, selective technical inputs, strategic asset allocation, tactical adjustments when appropriate, and scenario planning. Portfolios may incorporate value‑based and thematic screening, and the adviser integrates legacy‑focused tools such as donor‑advised funds and qualified charitable distributions while honoring client‑imposed ethical restrictions.
Distinctive features include a stated focus on serving charitable organizations, corporate/business clients, and providing portfolio management for institutional clients in addition to individual households — roles that are less common for firms of this type — combined with regular faith‑based financial literacy seminars and coaching open to the public. The brochure also discloses that the principal operates a separate education‑related business that supports seminar development (currently being wound down and occupying minimal time), and that the firm operates on a fee‑only basis, does not accept commissions, and does not vote client proxies.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Charitable giving & philanthropy
Cash flow / budgeting
Demographic focus
Religious/faith focused
Fee options
$200 retainer for financial planning; seminar fees range from $50 to $200 per participant
1.5% annually
$150 per hour for financial planning
Fee-only: Fee-only advisory services; no commissions or referral fees
Main office location
Hyvorian Financial
2313 Naaman School Road
Garland TX 75040, United States
Number of offices
1
Most active in
Hyvorian Financial has reported serving >5 clients in these states in the last 12 months.
Ohio · 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
Quick links
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