HOGE FINANCIAL SERVICES, LLC
Legal name: H FINANCIAL MANAGEMENT
CRD #148209 SEC #801-69665 CANONSBURG, PA 724-745-9406
SEC Registered
Total AUM
$533.8M
Discretionary
$488.1M
Employees
6
Clients
51
Accounts
1,589
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $533.8M | $488.1M | $45.7M | 6 | 0 |
| Jul 2025 | $533.8M | $488.1M | $45.7M | 6 | 0 |
| Jun 2025 | $533.8M | $488.1M | $45.7M | 6 | 0 |
| Feb 2025 | $533.8M | $488.1M | $45.7M | 6 | 0 |
| Feb 2025 | $533.8M | $488.1M | $45.7M | 6 | 0 |
| Jan 2025 | $533.8M | $488.1M | $45.7M | 5 | 0 |
| Jan 2025 | $533.8M | $488.1M | $45.7M | 5 | 0 |
| Nov 2024 | $460.2M | $393.3M | $66.9M | 5 | 1 |
| Nov 2024 | $460.2M | $393.3M | $66.9M | 5 | 1 |
| Oct 2024 | $460.2M | $393.3M | $66.9M | 5 | 1 |
| Sep 2024 | $460.2M | $393.3M | $66.9M | 5 | 1 |
| Aug 2024 | $460.2M | $393.3M | $66.9M | 5 | 1 |
| Mar 2024 | $460.2M | $393.3M | $66.9M | 5 | 1 |
| Nov 2023 | $388.1M | $329.8M | $58.3M | 5 | 1 |
| Jul 2023 | $388.1M | $329.8M | $58.3M | 5 | 1 |
| Jun 2023 | $388.1M | $329.8M | $58.3M | 5 | 1 |
| Mar 2023 | $388.1M | $329.8M | $58.3M | 5 | 1 |
| Jun 2022 | $441.2M | $376.4M | $64.8M | 5 | 1 |
| Jan 2022 | $441.2M | $376.4M | $64.8M | 5 | 1 |
| Oct 2021 | $373.5M | $305.3M | $68.2M | 5 | 1 |
| Sep 2021 | $373.5M | $305.3M | $68.2M | 5 | 1 |
| Sep 2021 | $373.5M | $305.3M | $68.2M | 6 | 1 |
| Aug 2021 | $373.5M | $305.3M | $68.2M | 6 | 1 |
| Apr 2021 | $373.5M | $305.3M | $68.2M | 6 | 1 |
| Apr 2021 | $373.5M | $305.3M | $68.2M | 6 | 1 |
| Mar 2021 | $373.5M | $305.3M | $68.2M | 5 | 1 |
| Mar 2021 | $373.5M | $305.3M | $68.2M | 5 | 1 |
| Nov 2020 | $444.7M | $385.8M | $58.9M | 5 | 2 |
| Sep 2020 | $444.7M | $385.8M | $58.9M | 5 | 2 |
| Aug 2020 | $444.7M | $385.8M | $58.9M | 6 | 2 |
| Jun 2020 | $444.7M | $385.8M | $58.9M | 5 | 2 |
| Mar 2020 | $444.7M | $385.8M | $58.9M | 5 | 2 |
| Sep 2019 | $283.4M | $228.5M | $54.9M | 5 | 1 |
| Jun 2019 | $283.4M | $228.5M | $54.9M | 5 | 1 |
| Apr 2019 | $283.4M | $228.5M | $54.9M | 5 | 1 |
| Apr 2019 | $283.4M | $228.5M | $54.9M | 5 | 1 |
| Mar 2019 | $283.4M | $228.5M | $54.9M | 4 | 1 |
| Oct 2018 | $290.6M | $224.2M | $66.4M | 4 | 1 |
| Aug 2018 | $290.6M | $224.2M | $66.4M | 4 | 1 |
| Mar 2018 | $290.6M | $224.2M | $66.4M | 4 | 1 |
| Apr 2017 | $255.1M | $180.4M | $74.7M | 4 | 400 |
| Apr 2017 | $255.1M | $180.4M | $74.7M | 4 | 400 |
| Mar 2017 | $255.1M | $180.4M | $74.7M | 4 | 400 |
| Dec 2016 | $218.1M | $150.8M | $67.3M | 4 | 400 |
| Jan 2016 | $218.1M | $150.8M | $67.3M | 4 | 400 |
| Jan 2016 | $223M | $138M | $85M | 4 | 350 |
| Oct 2015 | $223M | $138M | $85M | 4 | 350 |
| May 2015 | $223M | $138M | $85M | 4 | 350 |
| Jan 2015 | $223M | $138M | $85M | 4 | 350 |
| Dec 2014 | $175M | $118M | $57M | 4 | 350 |
| May 2014 | $175M | $118M | $57M | 4 | 350 |
| Mar 2014 | $175M | $118M | $57M | 4 | 350 |
| Jan 2014 | $175M | $118M | $57M | 4 | 350 |
| Apr 2013 | $152M | $100M | $52M | 4 | 300 |
| Jan 2013 | $152M | $100M | $52M | 4 | 300 |
| Jan 2013 | $131.6M | $75.9M | $55.7M | 4 | 300 |
| May 2012 | $131.6M | $75.9M | $55.7M | 6 | 300 |
| Feb 2012 | $131.6M | $75.9M | $55.7M | 6 | 300 |
| Feb 2012 | $131.6M | $75.9M | $55.7M | 6 | 300 |
| Dec 2010 | $94.9M | $94.9M | $0 | 10 | -- |
| May 2009 | $73.2M | $2M | $71.2M | 10 | -- |
| Apr 2009 | $73.2M | $2M | $71.2M | 10 | -- |
DateSep 2025
Total AUM$533.8M
Discretionary$488.1M
Non-Disc.$45.7M
Employees6
Clients0
DateJul 2025
Total AUM$533.8M
Discretionary$488.1M
Non-Disc.$45.7M
Employees6
Clients0
DateJun 2025
Total AUM$533.8M
Discretionary$488.1M
Non-Disc.$45.7M
Employees6
Clients0
DateFeb 2025
Total AUM$533.8M
Discretionary$488.1M
Non-Disc.$45.7M
Employees6
Clients0
DateFeb 2025
Total AUM$533.8M
Discretionary$488.1M
Non-Disc.$45.7M
Employees6
Clients0
DateJan 2025
Total AUM$533.8M
Discretionary$488.1M
Non-Disc.$45.7M
Employees5
Clients0
DateJan 2025
Total AUM$533.8M
Discretionary$488.1M
Non-Disc.$45.7M
Employees5
Clients0
DateNov 2024
Total AUM$460.2M
Discretionary$393.3M
Non-Disc.$66.9M
Employees5
Clients1
DateNov 2024
Total AUM$460.2M
Discretionary$393.3M
Non-Disc.$66.9M
Employees5
Clients1
DateOct 2024
Total AUM$460.2M
Discretionary$393.3M
Non-Disc.$66.9M
Employees5
Clients1
DateSep 2024
Total AUM$460.2M
Discretionary$393.3M
Non-Disc.$66.9M
Employees5
Clients1
DateAug 2024
Total AUM$460.2M
Discretionary$393.3M
Non-Disc.$66.9M
Employees5
Clients1
DateMar 2024
Total AUM$460.2M
Discretionary$393.3M
Non-Disc.$66.9M
Employees5
Clients1
DateNov 2023
Total AUM$388.1M
Discretionary$329.8M
Non-Disc.$58.3M
Employees5
Clients1
DateJul 2023
Total AUM$388.1M
Discretionary$329.8M
Non-Disc.$58.3M
Employees5
Clients1
DateJun 2023
Total AUM$388.1M
Discretionary$329.8M
Non-Disc.$58.3M
Employees5
Clients1
DateMar 2023
Total AUM$388.1M
Discretionary$329.8M
Non-Disc.$58.3M
Employees5
Clients1
DateJun 2022
Total AUM$441.2M
Discretionary$376.4M
Non-Disc.$64.8M
Employees5
Clients1
DateJan 2022
Total AUM$441.2M
Discretionary$376.4M
Non-Disc.$64.8M
Employees5
Clients1
DateOct 2021
Total AUM$373.5M
Discretionary$305.3M
Non-Disc.$68.2M
Employees5
Clients1
DateSep 2021
Total AUM$373.5M
Discretionary$305.3M
Non-Disc.$68.2M
Employees5
Clients1
DateSep 2021
Total AUM$373.5M
Discretionary$305.3M
Non-Disc.$68.2M
Employees6
Clients1
DateAug 2021
Total AUM$373.5M
Discretionary$305.3M
Non-Disc.$68.2M
Employees6
Clients1
DateApr 2021
Total AUM$373.5M
Discretionary$305.3M
Non-Disc.$68.2M
Employees6
Clients1
DateApr 2021
Total AUM$373.5M
Discretionary$305.3M
Non-Disc.$68.2M
Employees6
Clients1
DateMar 2021
Total AUM$373.5M
Discretionary$305.3M
Non-Disc.$68.2M
Employees5
Clients1
DateMar 2021
Total AUM$373.5M
Discretionary$305.3M
Non-Disc.$68.2M
Employees5
Clients1
DateNov 2020
Total AUM$444.7M
Discretionary$385.8M
Non-Disc.$58.9M
Employees5
Clients2
DateSep 2020
Total AUM$444.7M
Discretionary$385.8M
Non-Disc.$58.9M
Employees5
Clients2
DateAug 2020
Total AUM$444.7M
Discretionary$385.8M
Non-Disc.$58.9M
Employees6
Clients2
DateJun 2020
Total AUM$444.7M
Discretionary$385.8M
Non-Disc.$58.9M
Employees5
Clients2
DateMar 2020
Total AUM$444.7M
Discretionary$385.8M
Non-Disc.$58.9M
Employees5
Clients2
DateSep 2019
Total AUM$283.4M
Discretionary$228.5M
Non-Disc.$54.9M
Employees5
Clients1
DateJun 2019
Total AUM$283.4M
Discretionary$228.5M
Non-Disc.$54.9M
Employees5
Clients1
DateApr 2019
Total AUM$283.4M
Discretionary$228.5M
Non-Disc.$54.9M
Employees5
Clients1
DateApr 2019
Total AUM$283.4M
Discretionary$228.5M
Non-Disc.$54.9M
Employees5
Clients1
DateMar 2019
Total AUM$283.4M
Discretionary$228.5M
Non-Disc.$54.9M
Employees4
Clients1
DateOct 2018
Total AUM$290.6M
Discretionary$224.2M
Non-Disc.$66.4M
Employees4
Clients1
DateAug 2018
Total AUM$290.6M
Discretionary$224.2M
Non-Disc.$66.4M
Employees4
Clients1
DateMar 2018
Total AUM$290.6M
Discretionary$224.2M
Non-Disc.$66.4M
Employees4
Clients1
DateApr 2017
Total AUM$255.1M
Discretionary$180.4M
Non-Disc.$74.7M
Employees4
Clients400
DateApr 2017
Total AUM$255.1M
Discretionary$180.4M
Non-Disc.$74.7M
Employees4
Clients400
DateMar 2017
Total AUM$255.1M
Discretionary$180.4M
Non-Disc.$74.7M
Employees4
Clients400
DateDec 2016
Total AUM$218.1M
Discretionary$150.8M
Non-Disc.$67.3M
Employees4
Clients400
DateJan 2016
Total AUM$218.1M
Discretionary$150.8M
Non-Disc.$67.3M
Employees4
Clients400
DateJan 2016
Total AUM$223M
Discretionary$138M
Non-Disc.$85M
Employees4
Clients350
DateOct 2015
Total AUM$223M
Discretionary$138M
Non-Disc.$85M
Employees4
Clients350
DateMay 2015
Total AUM$223M
Discretionary$138M
Non-Disc.$85M
Employees4
Clients350
DateJan 2015
Total AUM$223M
Discretionary$138M
Non-Disc.$85M
Employees4
Clients350
DateDec 2014
Total AUM$175M
Discretionary$118M
Non-Disc.$57M
Employees4
Clients350
DateMay 2014
Total AUM$175M
Discretionary$118M
Non-Disc.$57M
Employees4
Clients350
DateMar 2014
Total AUM$175M
Discretionary$118M
Non-Disc.$57M
Employees4
Clients350
DateJan 2014
Total AUM$175M
Discretionary$118M
Non-Disc.$57M
Employees4
Clients350
DateApr 2013
Total AUM$152M
Discretionary$100M
Non-Disc.$52M
Employees4
Clients300
DateJan 2013
Total AUM$152M
Discretionary$100M
Non-Disc.$52M
Employees4
Clients300
DateJan 2013
Total AUM$131.6M
Discretionary$75.9M
Non-Disc.$55.7M
Employees4
Clients300
DateMay 2012
Total AUM$131.6M
Discretionary$75.9M
Non-Disc.$55.7M
Employees6
Clients300
DateFeb 2012
Total AUM$131.6M
Discretionary$75.9M
Non-Disc.$55.7M
Employees6
Clients300
DateFeb 2012
Total AUM$131.6M
Discretionary$75.9M
Non-Disc.$55.7M
Employees6
Clients300
DateDec 2010
Total AUM$94.9M
Discretionary$94.9M
Non-Disc.$0
Employees10
Clients--
DateMay 2009
Total AUM$73.2M
Discretionary$2M
Non-Disc.$71.2M
Employees10
Clients--
DateApr 2009
Total AUM$73.2M
Discretionary$2M
Non-Disc.$71.2M
Employees10
Clients--