J.M. Hite Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
J.M. Hite Financial LLC offers discretionary asset management alongside financial planning and consulting. The firm’s brochure states it charges percentage‑of‑AUM advisory fees and accepts discretionary trading authority, yet it currently reports no assets under management.
The firm describes an investment approach based on fundamental analysis with a mix of long‑ and short‑term strategies and explicit use of options and other derivative instruments, including covered and uncovered option writing and spreading strategies. Accounts are reviewed at least quarterly for adherence to objectives, rebalancing opportunities, and tax‑loss harvesting, and the firm notes it implements trading on a discretionary basis.
Noteworthy for this category, the brochure discloses the use of derivatives and option strategies in client accounts — a practice that is relatively uncommon among peer investment managers. The firm is newly formed and operated by a sole principal who also discloses outside real‑estate activities and ongoing non‑advisory employment that occupy a portion of their time.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Cash flow / budgeting
Fee options
Financial Planning Services between $200 and $2,000 flat fee
$0 - $500,000: 1.00% annually $500,0001 - $1,000,000: 0.70% annually Over $1,000,000+: 0.50% annually
Main office location
J.M. Hite Financial LLC
269 Mud Creek Road
Troy PA 16947, United States
Number of offices
1
Most active in
J.M. Hite Financial LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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