Fee-only adviser · Midlothian, VA
Hussmen Financial
Hussmen Financial is a fee-only investment adviser registered with the securities regulator of Virginia, with its main office in Midlothian, Virginia. On its latest Form ADV, filed March 30, 2026, it reports $44M in regulatory assets under management, 2 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Virginia |
|---|---|
| Firm CRD number | 148127 · SEC file 801-69555 |
| Office | 14321 Winter Breeze DR Suite 184 Midlothian, VA 23113 |
| Phone | (804) 409-5819 |
| Website | hussmen.com |
| Regulatory assets under management | $44M ($206K discretionary) |
| Individual clients | 1 non-high-net-worth, 1 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Midlothian
See all 3 fee-only advisers in Midlothian →
Nearby
- Henrico 4 firms
- Richmond 43 firms
- Glen Allen 10 firms
- Chesterfield 1 firm
- Mechanicsville 1 firm
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