HOPWOOD FINANCIAL SERVICES, INC.
CRD #127927 SEC #801-62268 RESTON, VA 703-787-0008
SEC Registered
Total AUM
$666.6M
Discretionary
$666.6M
Employees
9
Clients
251
Accounts
1,029
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $666.6M | $666.6M | $0 | 9 | 7 |
| Apr 2025 | $666.6M | $666.6M | $0 | 9 | 7 |
| Mar 2025 | $666.6M | $666.6M | $0 | 9 | 7 |
| Mar 2025 | $666.6M | $666.6M | $0 | 9 | 7 |
| Dec 2024 | $548.1M | $548.1M | $0 | 10 | 12 |
| Nov 2024 | $548.1M | $548.1M | $0 | 10 | 12 |
| Jun 2024 | $548.1M | $548.1M | $0 | 10 | 12 |
| Jun 2024 | $548.1M | $548.1M | $0 | 10 | 12 |
| Mar 2024 | $548.1M | $548.1M | $0 | 10 | 12 |
| Mar 2024 | $548.1M | $548.1M | $0 | 10 | 12 |
| Oct 2023 | $486.3M | $486.3M | $0 | 9 | 12 |
| Mar 2023 | $486.3M | $486.3M | $0 | 9 | 12 |
| Mar 2023 | $486.3M | $486.3M | $0 | 9 | 12 |
| Mar 2023 | $486.3M | $486.3M | $0 | 9 | 12 |
| Dec 2022 | $531.8M | $531.8M | $0 | 9 | 12 |
| Jul 2022 | $531.8M | $531.8M | $0 | 7 | 12 |
| Apr 2022 | $531.8M | $531.8M | $0 | 7 | 12 |
| Mar 2022 | $531.8M | $531.8M | $0 | 7 | 12 |
| Oct 2021 | $451.9M | $451.9M | $0 | 8 | 17 |
| Mar 2021 | $451.9M | $451.9M | $0 | 8 | 17 |
| Mar 2021 | $451.9M | $451.9M | $0 | 8 | 17 |
| Jun 2020 | $384.1M | $384.1M | $0 | 7 | 14 |
| Jun 2020 | $384.1M | $384.1M | $0 | 7 | 14 |
| Mar 2020 | $384.1M | $384.1M | $0 | 7 | 14 |
| Mar 2019 | $316.5M | $316.5M | $0 | 5 | 13 |
| May 2018 | $307.9M | $307.9M | $0 | 6 | 22 |
| Mar 2018 | $307.9M | $307.9M | $0 | 6 | 22 |
| Jun 2017 | $293M | $284.4M | $8.5M | 5 | 200 |
| Mar 2017 | $293M | $284.4M | $8.5M | 5 | 200 |
| Nov 2016 | $267.3M | $259.9M | $7.4M | 7 | 200 |
| Mar 2016 | $267.3M | $259.9M | $7.4M | 7 | 200 |
| Mar 2015 | $278.4M | $269.9M | $8.5M | 6 | 200 |
| Dec 2014 | $247.2M | $238.2M | $9M | 5 | 200 |
| Mar 2014 | $247.2M | $238.2M | $9M | 5 | 200 |
| Apr 2013 | $211.7M | $204M | $7.7M | 5 | 200 |
| Mar 2012 | $187.5M | $180M | $7.4M | 1 | 200 |
| Mar 2011 | $180.7M | $174.3M | $6.4M | 5 | -- |
| Mar 2010 | $149M | $143M | $5.9M | 5 | -- |
| Feb 2007 | $101.1M | $94.7M | $6.5M | 5 | -- |
| Feb 2007 | $101.1M | $101.1M | $0 | 5 | -- |
| Feb 2006 | $74.3M | $74.3M | $0 | 5 | -- |
| Dec 2003 | $42.5M | $42.5M | $0 | 5 | -- |
DateJun 2025
Total AUM$666.6M
Discretionary$666.6M
Non-Disc.$0
Employees9
Clients7
DateApr 2025
Total AUM$666.6M
Discretionary$666.6M
Non-Disc.$0
Employees9
Clients7
DateMar 2025
Total AUM$666.6M
Discretionary$666.6M
Non-Disc.$0
Employees9
Clients7
DateMar 2025
Total AUM$666.6M
Discretionary$666.6M
Non-Disc.$0
Employees9
Clients7
DateDec 2024
Total AUM$548.1M
Discretionary$548.1M
Non-Disc.$0
Employees10
Clients12
DateNov 2024
Total AUM$548.1M
Discretionary$548.1M
Non-Disc.$0
Employees10
Clients12
DateJun 2024
Total AUM$548.1M
Discretionary$548.1M
Non-Disc.$0
Employees10
Clients12
DateJun 2024
Total AUM$548.1M
Discretionary$548.1M
Non-Disc.$0
Employees10
Clients12
DateMar 2024
Total AUM$548.1M
Discretionary$548.1M
Non-Disc.$0
Employees10
Clients12
DateMar 2024
Total AUM$548.1M
Discretionary$548.1M
Non-Disc.$0
Employees10
Clients12
DateOct 2023
Total AUM$486.3M
Discretionary$486.3M
Non-Disc.$0
Employees9
Clients12
DateMar 2023
Total AUM$486.3M
Discretionary$486.3M
Non-Disc.$0
Employees9
Clients12
DateMar 2023
Total AUM$486.3M
Discretionary$486.3M
Non-Disc.$0
Employees9
Clients12
DateMar 2023
Total AUM$486.3M
Discretionary$486.3M
Non-Disc.$0
Employees9
Clients12
DateDec 2022
Total AUM$531.8M
Discretionary$531.8M
Non-Disc.$0
Employees9
Clients12
DateJul 2022
Total AUM$531.8M
Discretionary$531.8M
Non-Disc.$0
Employees7
Clients12
DateApr 2022
Total AUM$531.8M
Discretionary$531.8M
Non-Disc.$0
Employees7
Clients12
DateMar 2022
Total AUM$531.8M
Discretionary$531.8M
Non-Disc.$0
Employees7
Clients12
DateOct 2021
Total AUM$451.9M
Discretionary$451.9M
Non-Disc.$0
Employees8
Clients17
DateMar 2021
Total AUM$451.9M
Discretionary$451.9M
Non-Disc.$0
Employees8
Clients17
DateMar 2021
Total AUM$451.9M
Discretionary$451.9M
Non-Disc.$0
Employees8
Clients17
DateJun 2020
Total AUM$384.1M
Discretionary$384.1M
Non-Disc.$0
Employees7
Clients14
DateJun 2020
Total AUM$384.1M
Discretionary$384.1M
Non-Disc.$0
Employees7
Clients14
DateMar 2020
Total AUM$384.1M
Discretionary$384.1M
Non-Disc.$0
Employees7
Clients14
DateMar 2019
Total AUM$316.5M
Discretionary$316.5M
Non-Disc.$0
Employees5
Clients13
DateMay 2018
Total AUM$307.9M
Discretionary$307.9M
Non-Disc.$0
Employees6
Clients22
DateMar 2018
Total AUM$307.9M
Discretionary$307.9M
Non-Disc.$0
Employees6
Clients22
DateJun 2017
Total AUM$293M
Discretionary$284.4M
Non-Disc.$8.5M
Employees5
Clients200
DateMar 2017
Total AUM$293M
Discretionary$284.4M
Non-Disc.$8.5M
Employees5
Clients200
DateNov 2016
Total AUM$267.3M
Discretionary$259.9M
Non-Disc.$7.4M
Employees7
Clients200
DateMar 2016
Total AUM$267.3M
Discretionary$259.9M
Non-Disc.$7.4M
Employees7
Clients200
DateMar 2015
Total AUM$278.4M
Discretionary$269.9M
Non-Disc.$8.5M
Employees6
Clients200
DateDec 2014
Total AUM$247.2M
Discretionary$238.2M
Non-Disc.$9M
Employees5
Clients200
DateMar 2014
Total AUM$247.2M
Discretionary$238.2M
Non-Disc.$9M
Employees5
Clients200
DateApr 2013
Total AUM$211.7M
Discretionary$204M
Non-Disc.$7.7M
Employees5
Clients200
DateMar 2012
Total AUM$187.5M
Discretionary$180M
Non-Disc.$7.4M
Employees1
Clients200
DateMar 2011
Total AUM$180.7M
Discretionary$174.3M
Non-Disc.$6.4M
Employees5
Clients--
DateMar 2010
Total AUM$149M
Discretionary$143M
Non-Disc.$5.9M
Employees5
Clients--
DateFeb 2007
Total AUM$101.1M
Discretionary$94.7M
Non-Disc.$6.5M
Employees5
Clients--
DateFeb 2007
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$74.3M
Discretionary$74.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$42.5M
Discretionary$42.5M
Non-Disc.$0
Employees5
Clients--