Hinds Financial Group Inc
- Regulatory AUM
- $537M
- Discretionary
- $526M
- Clients
- 298
- Avg AUM / client
- $1.8M
- Accounts
- 629
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Dec 02, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 162 | $71.0M | 13.2% |
| High net worth individuals | 136 | $466M | 86.7% |
| Charitable organizations | Fewer than 5 clients | $255K | 0.05% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Assetmark Pooled Employer Plan Advisortrust, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cynthia Kelley Hinds | Secretary/Advisor/Partner | Dec 2003 (23y) | 25% – 50% | |
| Jonathan Russell Kelley | President & Chief Compliance Officer | CFP | Dec 2003 (23y) | 50% – 75% |
| Craig Stephen Ciarlelli | Registered representative | Jun 2006 (20y) | ||
| John Carter Downing | Registered representative | Jun 2006 (20y) | ||
| Mark Edward O`connor | Registered representative | Feb 2015 (11y) | ||
| Keith Edward Nicholson | Registered representative | CFP | Dec 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Assetmark Pooled Employer Plan | Advisortrust, Inc. | 1,198 | $23.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/02/2025 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pershing $529M (99% of AUM) Dec 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 02, 2025.
View current Form ADV (SEC/IAPD) ↗