Hawkins Investment Counsel, LLC
Firm details
- Headquarters
- ,
- CRD number
- 134857
- Registered since
- April 11, 2024
- Website
- hawkinscounsel.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI89.33%
- Individuals10.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hawkins Investment Counsel, LLC is an independent RIA formed as a limited liability company that focuses on advisory relationships with individuals and families. The firm provides financial planning and portfolio management services for individuals, small businesses, and institutional/business clients. Fee arrangements include a percentage of assets under management and hourly charges. Hawkins is registered with the SEC (2024) and is owned by an individual; it does not list itself as a capital allocator and is not identified as an active ESG investor. Investment activity centers on managed portfolios that lean toward pooled public funds and mutual funds as the primary vehicle. The firm reports managing client relationships on a non-discretionary basis, which indicates clients retain final trading authority while Hawkins provides advice and model construction. Advisory services are delivered across multiple office locations, supporting a relatively concentrated client base.
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
- Public Funds/Mutual Funds52%
- Exchange Traded Equities41%
- Cash & Cash Equivalents4%
- US Government Bonds3%
Contacts
3 of 4
Peter Morton
Investment Advisor RepresentativeCRD 6998741

Thomas Ryan
Portfolio ManagerCRD 3268892
Thomas Morton
OwnerCRD 1738219
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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