R
R. H. Hansford & Company, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$65,716,099
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
79
23% high-net worth
Advisors
1
of 2 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
79
Very HighAverage account size
$831,849
About
R. H. Hansford & Company provides investment advisory and portfolio management services to individual clients, including high-net-worth households, managing roughly $59 million across about 76 client relationships. The firm focuses on ongoing portfolio management for individuals and related advisory services commonly billed as a percentage of assets under management.
While the firm uses percentage-of-AUM arrangements typical for its peer group, it also reports the use of performance-based fee arrangements for certain clients, a fee structure that is uncommon among similar supported firms. The ADV supplement indicates the firm monitors the conflicts that can arise from fee arrangements through its established compliance processes.
The firm maintains a formal compliance program with a designated Chief Compliance Officer who holds the Series 65, a written compliance manual, and a Code of Ethics, and the brochure reports no disciplinary events or bankruptcy history. The supplement also notes that key personnel are not engaged in other outside business activities or paid sales incentives, and that the firm does not receive additional compensation tied to client referrals.
Client services
Portfolio management
Most active in
R. H. Hansford & Company, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
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
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