HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC

https://www.linkedin.com/company/40747958/admin/ • PITTSBURGH, PA • Investment Advisor How do I update this listing?

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Hapanowicz & Associates Financial Services is based out of Pittsburgh. Hapanowicz & Associates Financial Services is a large advisory firm with 514 clients and discretionary assets under management (AUM) of $392,005,665 (Form ADV from 2022-03-17). Their last reported 13F filing for Q4 2022 included $137,792,727 in managed 13F securities and a top 10 holdings concentration of 94.55%. Hapanowicz & Associates Financial Services's largest holding is VANGUARD RUSSELL 1000 VALUE INDEX FUND-ETF Shares with shares held of 463,452. Hapanowicz & Associates Financial Services has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 25 13F filings

12/31/2022

13F Activity

  • Market Value $137.793 Million
  • Prior Market Value $108.221 Million
  • New Purchases4 stocks
  • Additional Purchases7 stocks
  • Sold out of1 stock
  • Reduced holdings in11 stocks
  • Top 10 Holdings % 94.55 %
  • Turnover % [1]:16.67%
  • Turnover Alt % [2]: 1.02 %
  • Time Held Top20:12.95 quarters
  • Time Held Top10:11.80 quarters
  • Time Held All:12.00 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

12/31/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-02-14

Performance for Q4 2022: 3.5%
Performance Last 4 Quarters: -2.76%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

HAPANOWICZ & ASSOCIATES WEALTH MANAGEMENT
301 GRANT STREET SUITE 2550
PITTSBURGH PA    15219
Country: United States
Business Phone: 412-261-5966
Fax: 412-261-3353
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,PLANNING FEES BASED ON A PERCENTAGE OF CLIENT'S INCOME
Amount of client funds and securities:
Total Number of Clients: 514
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.

ownership team - last updated 2022-03-17
Name Title Start Date Direct/Indirect % Ownership
HAPANOWICZ, ROBERT, EDWIN PRESIDENT, CHIEF COMPLIANCE OFFICER 01/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
NAME 407 MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-10-01
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1989-01-01

HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.

ownership team - last updated 2021-05-20
Name Title Start Date Direct/Indirect % Ownership
HAPANOWICZ, ROBERT, EDWIN PRESIDENT, CHIEF COMPLIANCE OFFICER 01/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
NAME 407 MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-10-01
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1989-01-01

HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.

ownership team - last updated 2021-03-26
Name Title Start Date Direct/Indirect % Ownership
HAPANOWICZ, ROBERT, EDWIN PRESIDENT, CHIEF COMPLIANCE OFFICER 01/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
NAME 407 MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-10-01
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1989-01-01

HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.

ownership team - last updated 2020-09-14
Name Title Start Date Direct/Indirect % Ownership
HAPANOWICZ, ROBERT, EDWIN PRESIDENT, CHIEF COMPLIANCE OFFICER 01/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
NAME 407 MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-10-01
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1989-01-01

HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.

ownership team - last updated 2020-04-30
Name Title Start Date Direct/Indirect % Ownership
HAPANOWICZ, ROBERT, EDWIN PRESIDENT, CHIEF COMPLIANCE OFFICER 01/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
NAME 407 MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-10-01
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1989-01-01

HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.

ownership team - last updated 2020-03-13
Name Title Start Date Direct/Indirect % Ownership

HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.

ownership team - last updated 2019-07-19
Name Title Start Date Direct/Indirect % Ownership
HAPANOWICZ, ROBERT, EDWIN PRESIDENT, CHIEF COMPLIANCE OFFICER 01/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
NAME 407 MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-10-01
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1989-01-01

HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.

ownership team - last updated 2019-04-11
Name Title Start Date Direct/Indirect % Ownership
HAPANOWICZ, ROBERT, EDWIN PRESIDENT, CHIEF COMPLIANCE OFFICER 01/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
NAME 407 MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-10-01
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1989-01-01

HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.

ownership team - last updated 2019-03-04
Name Title Start Date Direct/Indirect % Ownership
HAPANOWICZ, ROBERT, EDWIN PRESIDENT, CHIEF COMPLIANCE OFFICER 01/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
NAME 407 MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-10-01
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1989-01-01

HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.

ownership team - last updated 2018-11-15
Name Title Start Date Direct/Indirect % Ownership
HAPANOWICZ, ROBERT, EDWIN PRESIDENT, CHIEF COMPLIANCE OFFICER 01/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
NAME 407 MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-10-01
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1989-01-01

HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.

ownership team - last updated 2018-05-16
Name Title Start Date Direct/Indirect % Ownership
HAPANOWICZ, ROBERT, EDWIN PRESIDENT, CHIEF COMPLIANCE OFFICER 01/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
NAME 407 MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-10-01
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1989-01-01

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