THE H GROUP, INC.
Latest filing: Mar 31, 2025 (162 days ago)
AUM
$580,107,747
-25% change vs. 1 year ago
-35% change vs. 3 years ago
9% change vs. 5 years ago
2% change vs. 10 years ago
Employee Count
15
-6% change vs. 1 year ago
7% change vs. 3 years ago
-17% change vs. 5 years ago
-12% change vs. 10 years ago
Main Office
PORTLAND, OR
3395 SW GARDEN VIEW AVE, PORTLAND, OR, UNITED STATES, 97225
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.6 |
| Non-Discretionary | $0.0 |
| Total | $0.6 |
| Client | AUM |
|---|---|
| Retail | $0.5 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 588 | $0.2 |
| Average Individual AUM | $373,693 | |
| HNW | 147 | $0.3 |
| Average HNW AUM | $2,032,532 | |
| Retail Total | 735 | $0.5 |
| Average Retail AUM | $705,461 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY INVESTMENTS | COVINGTON-KY-USA | $0.7 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.6 |
| Retail SMA AUM | $0.5 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 7% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 79% | $0.5 |
| Other Pools | 0% | $0.0 |
| Cash | 9% | $0.1 |
| Other | 3% | $0.0 |
| Total | 100% | $0.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| FOCUS POINT SOLUTIONS, INC | $6.8 | 131195 | |
| CS PLANNING CORP | $1.3 | 149937 | |
| PALOUSE CAPITAL MANAGEMENT, INC. | $0.3 | 104573 | |
| THE H GROUP WASHINGTON, INC. | $0.3 | 300464 | |
| MGM LLC | $0.1 | 136725 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
12 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| SCOTT MAXWELL | PORTLAND | OR | S63|1993-03-02|S65|1996-10-09 | CERTIFIED FINANCIAL PLANNER | |||||
| THOMAS TIMBERG | PORTLAND | OR | S63|1988-06-24|S65|1996-05-29 | CERTIFIED FINANCIAL PLANNER | |||||
| LINDSAY PARRET | PORTLAND | OR | S65|2021-04-02 | ||||||
| FRED KING JR | PORTLAND | OR | S65|2005-05-19 | CERTIFIED FINANCIAL PLANNER | |||||
| JAMES SAGER | PORTLAND | OR | S65|2018-09-04 | CERTIFIED FINANCIAL PLANNER | |||||
| CHYRLE PINKERTON | PORTLAND | OR | S63|1985-12-07|S65|1992-11-13 | CERTIFIED FINANCIAL PLANNER | |||||
| JESSICA TIERNEY | PORTLAND | OR | CERTIFIED FINANCIAL PLANNER | ||||||
| DOUGLAS LINDSEY | PORTLAND | OR | CERTIFIED FINANCIAL PLANNER | ||||||
| MICHAEL ALBILLAR | PORTLAND | OR | CERTIFIED FINANCIAL PLANNER | ||||||
| LAURENCE HANSLITS | PORTLAND | OR | S63|1985-02-26 | CERTIFIED FINANCIAL PLANNER | |||||
| DALE HADLEY | PORTLAND | OR | S63|1983-06-28 | CERTIFIED FINANCIAL PLANNER | |||||
| KATHERINE KEPPEL | PORTLAND | OR | S63|1999-04-23|S66|2002-06-12 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.6 | $0.0 | 0% | 15 | 0 | 0% |
| 2025-04-21 | $0.6 | $0.0 | 0% | 15 | 0 | 0% |
| 2024-04-02 | $0.8 | -$0.2 | -25% | 16 | -1 | -6% |
| 2023-04-04 | $0.8 | -$0.2 | -30% | 14 | 1 | 7% |
| 2022-04-01 | $0.9 | -$0.3 | -35% | 14 | 1 | 7% |
| 2021-04-05 | $0.7 | -$0.1 | -19% | 15 | 0 | 0% |
| 2020-04-01 | $0.5 | $0.0 | 9% | 18 | -3 | -17% |
| 2019-04-01 | $0.5 | $0.0 | 9% | 18 | -3 | -17% |
| 2018-04-02 | $0.6 | -$0.1 | -9% | 18 | -3 | -17% |
| 2017-04-01 | $0.6 | $0.0 | 1% | 16 | -1 | -6% |
| 2016-04-01 | $0.6 | $0.0 | 4% | 16 | -1 | -6% |
| 2015-04-01 | $0.6 | $0.0 | 2% | 17 | -2 | -12% |
| 2014-04-01 | $0.6 | $0.0 | 2% | 19 | -4 | -21% |
| 2013-04-01 | $0.5 | $0.1 | 10% | 36 | -21 | -58% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| OR, AZ-04/20/2001, CA-04/09/2001, ID-11/08/2000, NH-10/16/2003, NM-06/26/2023, NV-03/08/2004, OR-03/22/2001, TX-01/21/2003, WA-04/19/2001 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV