Hoge Financial Services, LLC
Hoge Financial Services, LLC is a Pennsylvania-based SEC-registered investment adviser founded in 1981 and operating under the H Financial Management brand. The firm is led by Garrett Hoge and serves high-net-worth individuals, families, and select clients in the Pittsburgh and Morgantown areas. It offers personalized financial planning, investment management, income tax strategies, legacy and estate planning, and insurance services. The firm selectively engages its clients to maintain manageable advisor workloads, emphasizing consistent, personal communication and high retention by delivering client-centric service. Employee count is estimated to be under 20.
Investment Strategy
Hoge Financial Services, LLC follows a disciplined wealth management approach using diversified portfolios primarily comprised of ETFs and high-quality equities. The firm actively rebalances and manages client accounts based on changing market conditions and client objectives, with frequent direct communication to maintain alignment with long-term wealth preservation and growth goals. Recent 13F filings show a focus on broad market and international ETFs, core fixed income, and selective exposure to both growth and value stocks. Advice provided to clients mirrors strategies employed for partners and firm principals, evidencing a strong alignment of interests.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWB | ISHARES TR | 23.85% | $38.4M | 112,795 | $272.12 | $339.57 | +$5.4M |
B BIV | VANGUARD BD INDEX FDS | 12.11% | $19.5M | 250,661 | $76.41 | $77.34 | +$1.7M |
V VT | VANGUARD INTL EQUITY INDEX F | 10.31% | $16.6M | 128,844 | $105.38 | $128.52 | +$1.9M |
V VTV | VANGUARD INDEX FDS | 6.92% | $11.1M | 62,889 | $158.20 | $176.74 | +$1.2M |
E EFA | ISHARES TR | 6.28% | $10.1M | 112,772 | $75.86 | $89.39 | +$1.1M |