W
William D Hughes
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,142,589
Total clients
12
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$345,216
About
The firm provides ongoing portfolio management to individual and high-net-worth clients, focusing primarily on equities and fixed-income securities. It documents each client’s objectives and risk tolerance in an Investment Policy Statement and typically manages accounts on a discretionary, asset-based fee basis.
Its investment approach relies on fundamental analysis and may include both long-term and short-term trading to implement strategies tailored to the client’s time horizon and risk profile. Accounts are reviewed at least quarterly, with monthly custodial reporting provided to clients and periodic rebalancing and trade aggregation used when appropriate.
Notably, the firm’s principal also operates a licensed accounting practice and at times offers accounting advice and services to advisory clients for hourly compensation. The brochure discloses this affiliation, states clients are under no obligation to use those services, and notes that the firm seeks to manage any related conflicts of interest in keeping with its fiduciary duties.
Client services
Portfolio management
Expertise
Wealth management
Active portfolio management
Fee options
$0 - $500,000: 1.00% $500,001 - $1,500,000: 0.75% $1,500,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
Main office location
William D Hughes
Odessa FL, United States
Number of offices
1
Most active in
William D Hughes 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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