HAWKE FINANCIAL GROUP

Overview

Hawke Financial Group is an independent registered investment adviser that operates as a capital allocator for both individuals/families and institutional clients. The firm combines financial planning and discretionary portfolio management with selection-of-other-advisers capabilities, positioning itself to build multi-asset solutions that mix liquid public exposures and third‑party alternative managers. Their filings show a clear preference for equities as the core exposure, delivered through exchange‑traded instruments and separately managed accounts, while alternatives (private equity, hedge funds, real estate) play a complementary role to add diversification and return enhancement. Client fee arrangements include percentage-of-AUM, hourly, and fixed fees, reflecting advisory engagements that range from ongoing discretionary management to project-based planning. Hawke Financial Group does not identify as an active ESG investor in its filings and manages the majority of its assets on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices