HFG ADVISORS, INC.

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UUID23860eaa-8fb9-5ece-a0ab-b974eaa13465

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:55

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	316446	316446	—	1.0
sec_file_number	801-123046	801-123046	—	—

Profile

Websitehttps://www.facebook.com/CommunityFirstBankHFGTrust/

HQ CityKENNEWICK

HQ StateWA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)221,379,574.0
RAUM (discretionary)221,180,153.0
Actionable assets61,175,564.0
Accounts335.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM786,024.0
HNW AUM60,389,540.0

As of 2025-03-20 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
HFG TRUST, LLC	OWNER	OFFICER	—	{"filing_id": "2007730", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WANG, WILLIAM, TING HSIANG	PRESIDENT	OFFICER	—	{"filing_id": "2007730", "owner_id": "5986075", "source": "adv_part1", "table": "Schedule_A_B"}
Westermeyer, Drew, Alan	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2007730", "owner_id": "7568805", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

HFG TRUST, LLC

OWNER

OFFICER

—

{"filing_id": "2007730", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

WANG, WILLIAM, TING HSIANG

PRESIDENT

OFFICER

—

{"filing_id": "2007730", "owner_id": "5986075", "source": "adv_part1", "table": "Schedule_A_B"}

Westermeyer, Drew, Alan

CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2007730", "owner_id": "7568805", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/02/2025 01:15:11 PM",
  "filing_id": "2007730",
  "reg_type": "IA"
}
```

HFG ADVISORS, INC.

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1