Hawkins Capital Advisors
Firm details
- Headquarters
- ,
- CRD number
- 164534
- Website
- www.hcapitaladvisors.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Craig Hawkins
FounderCRD 1870550
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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