The H Group Washington, Inc. (Portland)

The H Group Washington, Inc. is a related adviser based in Portland. It manages $67.88 million of regulatory assets for 234 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Louisiana, Oregon, Texas, and Washington.

The H Group Washington provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The H Group Washington: assets under management

The assets under management (AUM) of The H Group Washington, Inc. is $67.88 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $67.88 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $290.08 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 91% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 6% of the firm’s portfolio. Investments in exchange traded securities form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The H Group Washington, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients The H Group Washington serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of The H Group Washington is high net worth individuals with 20 clients and $39.82 million of assets under management. Among the 2 most similar advisory firms, The H Group Washington has the lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $67.88 million for 86 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

The H Group Washington doesn't advise any private funds.

Careers at The H Group Washington, Inc.

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Keil Hicks	President & chief compliance officer	1 Jan 2019	75% - 100%	3231318

Based in Portland

The principal office where The H Group Washington, Inc. performs its advisory services is located at 3395 Sw Garden View Ave., Portland, OR 97225, which is also the mailing address of the firm. An additional office of the firm is in Bellevue, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-827-6236 or by fax 425-827-2687. The normal business hours are 8am to 4:30pm on Monday - Friday.