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Hd Financial Services, LLC (Omaha)


Hd Financial Services, LLC is a large advisory firm based in Omaha. It manages $137.26 million of regulatory assets for 258 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Iowa, Kansas, and 4 other states.

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Hd Financial Services provides portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hd Financial Services: assets under management

The assets under management (AUM) of Hd Financial Services, LLC is $137.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 293% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $137.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $532.03 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hd Financial Services, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Richard Matthew Homan Owner 1 Jan 2013 75% - 100% 4732596

Based in Omaha

The principal office where Hd Financial Services, LLC performs its advisory services is located at 12829 West Dodge Road, Omaha, NE 68154, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 402-763-6401 or by fax 402-763-6400. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at homanwealthadvisors.com.


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