Hawkins Capital Advisors

RIASEC Registered
Total AUM
$4.4M
Discretionary
$4.4M
100% of AUM
Avg account
$129K
Accounts
34
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
164534
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hawkins Capital Advisors is a small, owner-operated wealth advisory practice structured as a sole proprietorship that focuses on individual and family clients. The firm combines traditional financial planning and portfolio management with insurance distribution and other financial product sales, which suggests a hybrid advisory-sales model where annuities and insurance solutions can be integrated into client plans. Service lines include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and client education through seminars and workshops. The practice uses a mix of fee arrangements — percentage of assets under management, hourly charges, and fixed fees — which lets it accommodate both ongoing managed accounts and project-based planning engagements. Hawkins Capital Advisors is not positioned as an ESG-specialist or a multi-state advisory platform; its activity profile points to focused, hands-on management for a limited client base rather than large-scale institutional allocation or capital-raising.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Craig Hawkins

    Craig Hawkins

    FounderCRD 1870550

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth