HAWK100
Firm details
- Headquarters
- DUBLIN, Ohio
- CRD number
- 130927
- Website
- hawk100.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.91%
- Individuals31.41%
- Corporations / Businesses1.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hawk100 is an independent, individually owned limited liability company operating as a registered investment adviser. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and educational seminars. Its billing model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Hawk100 is not listed as an active ESG investor and does not act as a capital allocator; it appears to outsource alternative strategies to third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities6%
- US Government Bonds5%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
Contacts
2 of 2Richard Clemens
Research AnalystCRD 8207472
RICHARD CLEMENS
PresidentCRD 2697548
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DUBLIN, OH
FRANKLIN
Location
DUBLIN, OH
Headquartered in DUBLIN, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 555 Metro Pl N
- Time zone
- ET (UTC-5)
- Office locations
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