Hd Money, Inc.
- Regulatory AUM
- $386M
- Discretionary
- $386M
- Clients
- 484
- Avg AUM / client
- $798K
- Accounts
- 998
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 484 | $386M | 100.0% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stuart Kenneth Dickson | Managing Member | Apr 2015 (11y) | 50% – 75% | |
| Phillip Bruce Dickson | Managing Member | Jun 2015 (11y) | 50% – 75% | |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% | |
| Gabriel Isaac Kaufmann | Registered representative | Feb 2022 (4y) | ||
| Mark Joseph Kennedy | Registered representative | Feb 2022 (4y) | ||
| David John Berns | Registered representative | Jul 2024 (2y) | ||
| Brandin Lee Swain | Registered representative | Nov 2025 (1y) | ||
| Thomas V Pellegrino | Registered representative | Dec 2025 (1y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.03 MB | 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
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $294M (76% of AUM) Mar 2026
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗