HAWK ADVISORY LLC

Overview

Hawk Advisory LLC is a very small, independent registered investment advisor serving individual and family clients. The firm is owned by an individual and positions itself as both an adviser and a capital allocator, offering a mix of portfolio management and financial planning services alongside educational content and periodic publications. Hawk Advisory uses a fee model that includes percent-of-AUM billing as well as hourly and fixed-fee engagements, which aligns with serving clients who need discrete planning projects as well as ongoing investment management. Investment activity centers on building diversified exposures through third-party managers and pooled products. The firm identifies as an active ESG investor, which suggests ESG considerations factor into manager selection and portfolio construction. Hawk Advisory also acts as an other financial product salesperson and offers services that include selection of outside advisers, indicating reliance on external fund managers and specialists for areas beyond its core capabilities.

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Location & Offices