Hopwood Financial Services, Inc.

Overview

Hopwood Financial Services, Inc. is an SEC registered investment adviser based in Reston, VA, registered since 2003. It reports $75M in assets under management across 1,068 accounts, with 11 employees. It has 6 investment adviser representatives.

Reported AUM

$75M

Discretionary

100%

Accounts

1,068

Average account

$702K

Employees

11

Advisory reps

6

Registered since

2003

Jurisdictions

10

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Herbert Gladstone Hopwood III President, Chief Compliance Officer CRD 1605128
• Kevin James Galvin Shareholder CRD 5578925
• Peter Alexander Ramig Wealth Advisor CRD 6442948

Advisory reps 3 of 6

• Kevin James Galvin Investment Adviser Rep CRD 5578925
• Herbert Gladstone Hopwood III Investment Adviser Rep CRD 1605128
• Max Bowen Kortegast Investment Adviser Rep CRD 6462548

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

10740 Parkridge Blvd Ste 150
Reston, VA 20191

County

Fairfax

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: hopwoodfinancial.com

Every state, with registration dates

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