Paladin Research Report For:
Sam Huszczo, CFP®, CFA®
SGH Wealth Management
About Sam Huszczo, CFP®, CFA®
Founder of SGH Wealth Management, Sam Huszczo, CFA, CFP has been an active investor since 2004. He earned the Certified Financial Planner (CFP) designation in 2005 and the Chartered Financial Analyst (CFA) designation in 2009.
Sam graduated from the University of Michigan majoring in Economics and his primary duties are investment strategy, portfolio management and research. Mr. Huszczo's personal portfolios are substantially invested in the same securities owned in the firm's client accounts.
Volunteerism has been an important part of Sam's career, being elected President of the CFA Society Detroit, CFA Mid-West Regional Ethics Ambassador and ultimately being awarded CFA Institute Volunteer of the Year in 2017. He serves on the Finance & Audit Committee for the Detroit Economic Club and was also acknowledged as a Detroit Business Journals 30 in their Thirties honoree.
In addition, Sam has received National TV recognition with his appearances on: CNBC, Bloomberg TV, Kiplinger's, Fortune, USA Today, The Detroit Free Press, Crain's & more.
Sam Huszczo has also been asked as a featured speaker for the: S&P Dow Jones Indices, Inside ETFs (the largest ETF conference in the world), Financial Advisor Magazine and has given lectures at University of Michigan, Stephen Ross, Eastern Michigan University, Oakland University, University of Detroit Mercy, Wayne State University, and more.
General Information
Firm Start Year
- 2005
No. of Employees
- 10-19
automated call
- Yes
CRD#
- 4677793
Firm CRD#
- 284067
Insurance License#
- 7697091
Name of Broker/Dealer
- N/A
Name of Custodial Firm
- Charles Schwab
States Licensed in
- ALL
Years of Experience in Financial Services
- 22
Number of Years with Current Firm
- 22
Work Experience
- LEADERSHIP & MANAGEMENT " SGH Wealth Management: Founded in 2005 and led its growth into one of America's fastest-growing financial advisory firms in the US. " Responsible for governance, compliance, and strategic oversight of ALL firm operations. " Recognized in 2025 as USA Today's Top Ranked Michigan-based Financial Advisory Firm SKILLS: FUNDRAISING, SPONSORSHIP MGMT, PUBLIC RELATIONS, & WORKHORSE VOLUNTEERISM " Leaders for Kids (Children's Foundation of Michigan Advisory Committee): Sponsorship Chair. Led record-breaking sponsorship drive and secured media coverage through TV appearances and digital promotion to my personal 90K+ social followers. " CFA Society Detroit: Served as President following five years in board roles. Advanced ethics education initiatives; named CFA Institute North American Volunteer of the Year (2017). " CFA University Outreach Midwest Ambassador: Created a scholarship initiative that delivers 25+ annual CFA exam awards to Michigan students. " Detroit Economic Club: Finance & Audit Committee Member; authored org's IPS " Wayne State Student Managed Investment Fund: Board Member and mentor " Detroit Symphony Orchestra: Trustee and community engagement supporter " S&P 500 Indices: U.S. Advisory Panel Member AWARDS & RECOGNITION " 2025 National Investment Advisor of the Year by InvNews Magazine " 2025 Crain's Detroit Notable Leaders in Finance " 2017 CFA Institute Volunteer of the Year " Featured on CNBC, Bloomberg TV, Fox Business; quoted in USA Today, Fortune, and Kiplinger's EDUCATION & CERTIFICATIONS " B.A. in Economics, University of Michigan Ann Arbor, earned 2003 " Chartered Financial Analyst (CFA), earned 2009 " Certified Financial Planner (CFP), earned 2005
Work with the following types of clients
- Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
- Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals
Compliance
Registered Investment Advisor
- Yes
Investment Advisor Representative
- Yes
Acknowledged fiduciary
- Yes
Compliance Disclosures in Last 5 years
- I have a clean record
Criminal Disclosures in Last 5 years
- I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
- CFP®, CFA®
Securities Licenses
- Series 65
Insurance and Annuity Licenses
- Life, Health
Firm Information
Firm's Number of Clients
- 600
Firm's Number of Planning Clients
- 600
Firm's Number of Managed Clients
- 600
Assets Managed by Firm
- $550,000,000
Advisor's Number of Clients
- 600
Advisor's Number of Managed Clients
- 600
Advisor's Number of Planning Clients
- 600
Total Assets Under Management by Advisor
- $550,000,000
Compensation and Fees
Fee Structure
- Fee-Only
Minimum Portfolio Size for New Managed Accounts
- $500,000
Compensation Methods
- Based on Assets
Additional Details on Charges
- What fees will I pay? We provide our investment advisory services on a fee basis. When engaged to provide investment management services, we shall charge a fee calculated as a percentage of your assets under our management (our "AUM Fee"). Our annual AUM Fee shall generally range from 0.60% to 1.00% of client assets, depending on the dollar amount of assets placed under our management, and may be negotiable, at our discretion, in very select circumstances. We typically deduct our AUM Fee from one or more of your investment accounts, in advance, on a quarterly basis. Because our AUM Fee is calculated as a percentage of your assets under management, the more assets you have in your advisory account, the more you will pay us for our investment management services. Therefore, we have an incentive to encourage you to increase the assets maintained in accounts we manage. When engaged on a wrap fee basis, our AUM Fee will include most transaction costs and fees to a broker-dealer or bank that
Education
Bachelors Degree - Economics
University of Michigan
09/01/1999 -05/01/2003
Disclosures
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892948/paladinregistry-SGH-Wealth-Management-detailed-disclosure.html
Disclaimer
The information contained is intended only for the personal and confidential use of the recipient(s) named above. If the reader of this message is not the intended recipient or an agent responsible for delivering it to the intended recipient, please notify us immediately by e-mail, and delete the original message without any review/dissemination thereof. Please remember to contact SGH Wealth Management, LLC ( SGH ), in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that SGH effect any specific transactions for your account. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received-please be guided accordingly. SGH Wealth Management, LLC does not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate method. Any information provided in this e-mail has been prepared from sources believed to be reliable, but is not guaranteed by SGH Wealth Management, LLC and any information provided is for informational purposes only and does not constitute a recommendation. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. This is not a solicitation of any advisory services. You may ask to discontinue future email advertisements from SGH Wealth Management, LLC and its affiliates by sending an email address to the above address. Upon receipt of your request, it may take up to ten business days to record. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available for your review upon request.
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