Nicholas Adam Stevens
Investment adviser representative at Hfg Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
$505.6MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Hfg Wealth Management, LLCMay 2026 to now
- Jc Penney / Catalyst BrandsJan 2010 to May 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Hfg Wealth Management, LLC
$505.6MAssets managed
442Clients
3Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8268556
- Firm CRD
- 148406