About Us
About Hodos Wealth Group, LLC
Hodos Wealth Group, LLC is a Registered Investment Adviser. As a Registered Investment Advisor we are required to act in a fiduciary capacity. This means we are required to always act in your best interest. We are a fee only investment adviser and will never charge you a commission on any investment advice offered. Assets that we manage are primarily custodied at Charles Schwab.
Bryan G. Kelly, CFA
Bryan grew up in Lafayette, La. and moved to the Houston area to practice veterinary medicine in 1998 after graduating from the LSU School of Veterinary Medicine. While working on his MBA at the University of Houston, Bryan developed a deep passion for investment analysis and financial markets. After receiving his MBA he switched careers and has never looked back. Bryan earned his Chartered Financial Analyst® designation in 2009 and is a member of the CFA Society of Houston and CFA Institute. He worked as a financial analyst managing investment portfolios for a Houston firm for almost 16 years and in 2021 started Hodos Wealth Group, LLC, a Registered Investment Adviser.
Bryan enjoys the many outdoor activities that southeast Texas and south Louisiana have to offer. He is an avid LSU and University of Houston sports fan. Bryan lives in The Woodlands with his wife, Gennifer, and daughter, Sydney.
Bryan G. Kelly, CFA
Bryan G. Kelly, CFA,
Chief Investment Officer,
Hodos Wealth Group, LLC
Hodos Wealth Group, LLC (HWG) is an investment adviser registered with the Texas State Securities Board. Registration as an investment adviser does not imply a certain level of skill or training, nor does it constitute an endorsement or approval by any regulator. HWG may transact business only in states where it is registered or exempted from registration. Investing involves risk, including the loss of principal; past performance is not indicative of future results. Charles Schwab & Co., Inc. (“Schwab”) serves as custodian for Hodos Wealth Group, LLC (HWG) accounts. Schwab is independent of and not affiliated with HWG and has not endorsed or sponsored HWG or its services. HWG’s current disclosure brochure (Form ADV Part 2A) is available at advisorinfo.sec.gov or upon request. HWG’s CRD # is 311705.