THE H GROUP, INC.
CRD #106801 SEC #801-39523 PORTLAND, OR 503-292-5853
SEC Registered
Total AUM
$580.1M
Discretionary
$580.1M
Employees
15
Clients
10
Accounts
1,849
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $580.1M | $580.1M | $0 | 15 | 0 |
| Mar 2024 | $778.2M | $778.2M | $0 | 16 | 0 |
| Jun 2023 | $828.6M | $828.6M | $0 | 16 | 0 |
| Jun 2023 | $828.6M | $828.6M | $0 | 14 | 0 |
| Jun 2023 | $828.6M | $828.6M | $0 | 14 | 0 |
| Mar 2023 | $828.6M | $828.6M | $0 | 14 | 0 |
| Mar 2023 | $891.2M | $891.2M | $0 | 14 | 0 |
| Dec 2022 | $891.2M | $891.2M | $0 | 14 | 0 |
| Mar 2022 | $891.2M | $891.2M | $0 | 14 | 0 |
| Mar 2021 | $712.6M | $712.6M | $0 | 15 | 0 |
| Jul 2020 | $654M | $654M | $0 | 13 | 0 |
| Apr 2020 | $654M | $654M | $0 | 13 | 0 |
| Mar 2019 | $531.8M | $531.8M | $0 | 18 | 0 |
| Mar 2019 | $635.6M | $635.6M | $0 | 18 | 15 |
| Mar 2018 | $635.6M | $635.6M | $0 | 18 | 15 |
| Mar 2017 | $576.4M | $576.4M | $0 | 16 | 1,000 |
| Jan 2017 | $558M | $558M | $0 | 16 | 1,000 |
| Mar 2016 | $558M | $558M | $0 | 16 | 1,000 |
| Mar 2015 | $570.2M | $561.5M | $8.7M | 17 | 1,000 |
| Dec 2014 | $570.8M | $554.9M | $15.9M | 19 | 1,000 |
| Dec 2014 | $570.8M | $554.9M | $15.9M | 19 | 1,000 |
| Oct 2014 | $570.8M | $554.9M | $15.9M | 19 | 1,000 |
| Sep 2014 | $570.8M | $554.9M | $15.9M | 19 | 1,000 |
| Apr 2014 | $570.8M | $554.9M | $15.9M | 19 | 1,000 |
| Mar 2014 | $570.8M | $554.9M | $15.9M | 19 | 1,000 |
| Aug 2013 | $528.4M | $512.7M | $15.7M | 36 | 1,000 |
| Apr 2013 | $528.4M | $512.7M | $15.7M | 36 | 1,000 |
| Apr 2013 | $528.4M | $512.7M | $15.7M | 36 | 1,000 |
| Mar 2013 | $528.4M | $512.7M | $15.7M | 36 | 1,000 |
| Oct 2012 | $494.5M | $475.7M | $18.8M | 11 | 1,000 |
| Jun 2012 | $494.5M | $475.7M | $18.8M | 11 | 1,000 |
| Mar 2012 | $494.5M | $475.7M | $18.8M | 11 | 1,000 |
| Feb 2012 | $494.5M | $475.7M | $18.8M | 11 | 1,000 |
| Nov 2011 | $494.5M | $475.7M | $18.8M | 11 | 1,000 |
| Jun 2011 | $573M | $573M | $0 | -- | -- |
| Apr 2011 | $573M | $573M | $0 | -- | -- |
| Mar 2011 | $573M | $573M | $0 | -- | -- |
| Oct 2010 | $487.2M | $487.2M | $0 | -- | -- |
| Mar 2007 | $486M | $486M | $0 | -- | -- |
| Feb 2006 | $380M | $380M | $0 | -- | -- |
| Jan 2005 | $309M | $309M | $0 | -- | -- |
| Jul 2004 | $309M | $309M | $0 | -- | -- |
| Jul 2004 | $309M | $309M | $0 | -- | -- |
| Nov 2003 | $220M | $220M | $0 | -- | -- |
| Oct 2003 | $220M | $220M | $0 | -- | -- |
| May 2002 | $220M | $220M | $0 | -- | -- |
| Mar 2002 | $210M | $210M | $0 | -- | -- |
| Sep 2001 | $210M | $210M | $0 | -- | -- |
| Jul 2001 | $210M | $210M | $0 | -- | -- |
DateApr 2025
Total AUM$580.1M
Discretionary$580.1M
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$778.2M
Discretionary$778.2M
Non-Disc.$0
Employees16
Clients0
DateJun 2023
Total AUM$828.6M
Discretionary$828.6M
Non-Disc.$0
Employees16
Clients0
DateJun 2023
Total AUM$828.6M
Discretionary$828.6M
Non-Disc.$0
Employees14
Clients0
DateJun 2023
Total AUM$828.6M
Discretionary$828.6M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$828.6M
Discretionary$828.6M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$891.2M
Discretionary$891.2M
Non-Disc.$0
Employees14
Clients0
DateDec 2022
Total AUM$891.2M
Discretionary$891.2M
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$891.2M
Discretionary$891.2M
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$712.6M
Discretionary$712.6M
Non-Disc.$0
Employees15
Clients0
DateJul 2020
Total AUM$654M
Discretionary$654M
Non-Disc.$0
Employees13
Clients0
DateApr 2020
Total AUM$654M
Discretionary$654M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$531.8M
Discretionary$531.8M
Non-Disc.$0
Employees18
Clients0
DateMar 2019
Total AUM$635.6M
Discretionary$635.6M
Non-Disc.$0
Employees18
Clients15
DateMar 2018
Total AUM$635.6M
Discretionary$635.6M
Non-Disc.$0
Employees18
Clients15
DateMar 2017
Total AUM$576.4M
Discretionary$576.4M
Non-Disc.$0
Employees16
Clients1,000
DateJan 2017
Total AUM$558M
Discretionary$558M
Non-Disc.$0
Employees16
Clients1,000
DateMar 2016
Total AUM$558M
Discretionary$558M
Non-Disc.$0
Employees16
Clients1,000
DateMar 2015
Total AUM$570.2M
Discretionary$561.5M
Non-Disc.$8.7M
Employees17
Clients1,000
DateDec 2014
Total AUM$570.8M
Discretionary$554.9M
Non-Disc.$15.9M
Employees19
Clients1,000
DateDec 2014
Total AUM$570.8M
Discretionary$554.9M
Non-Disc.$15.9M
Employees19
Clients1,000
DateOct 2014
Total AUM$570.8M
Discretionary$554.9M
Non-Disc.$15.9M
Employees19
Clients1,000
DateSep 2014
Total AUM$570.8M
Discretionary$554.9M
Non-Disc.$15.9M
Employees19
Clients1,000
DateApr 2014
Total AUM$570.8M
Discretionary$554.9M
Non-Disc.$15.9M
Employees19
Clients1,000
DateMar 2014
Total AUM$570.8M
Discretionary$554.9M
Non-Disc.$15.9M
Employees19
Clients1,000
DateAug 2013
Total AUM$528.4M
Discretionary$512.7M
Non-Disc.$15.7M
Employees36
Clients1,000
DateApr 2013
Total AUM$528.4M
Discretionary$512.7M
Non-Disc.$15.7M
Employees36
Clients1,000
DateApr 2013
Total AUM$528.4M
Discretionary$512.7M
Non-Disc.$15.7M
Employees36
Clients1,000
DateMar 2013
Total AUM$528.4M
Discretionary$512.7M
Non-Disc.$15.7M
Employees36
Clients1,000
DateOct 2012
Total AUM$494.5M
Discretionary$475.7M
Non-Disc.$18.8M
Employees11
Clients1,000
DateJun 2012
Total AUM$494.5M
Discretionary$475.7M
Non-Disc.$18.8M
Employees11
Clients1,000
DateMar 2012
Total AUM$494.5M
Discretionary$475.7M
Non-Disc.$18.8M
Employees11
Clients1,000
DateFeb 2012
Total AUM$494.5M
Discretionary$475.7M
Non-Disc.$18.8M
Employees11
Clients1,000
DateNov 2011
Total AUM$494.5M
Discretionary$475.7M
Non-Disc.$18.8M
Employees11
Clients1,000
DateJun 2011
Total AUM$573M
Discretionary$573M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$573M
Discretionary$573M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$573M
Discretionary$573M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$487.2M
Discretionary$487.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$486M
Discretionary$486M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$380M
Discretionary$380M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$309M
Discretionary$309M
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$309M
Discretionary$309M
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$309M
Discretionary$309M
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees--
Clients--
DateMay 2002
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees--
Clients--
DateSep 2001
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees--
Clients--
DateJul 2001
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees--
Clients--