Hbks Wealth Advisors
Firm details
- Headquarters
- Erie, Pennsylvania
- CRD number
- 112139
- Registered since
- July 19, 2001
- Website
- hbkswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.36%
- Individuals15.87%
- Corporations / Businesses9.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Hbks Wealth Advisors is an independent registered investment adviser organized as a limited liability company. The firm is registered with the SEC (registered in 2001) and positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its fee models include percentage-of-AUM billing alongside hourly and fixed-fee arrangements, and its advisory services cover financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and publication of periodicals or newsletters. The firm also lists pension consulting among its advisory activities. Hbks maintains a range of industry affiliations that extend beyond pure advisory work, including relationships with broker-dealers, insurance companies, accounting firms, and roles as sponsor or managing member of pooled investment vehicles. The firm has appeared on multiple industry ranking lists, including Barron’s Top 100 RIA Firms in multiple years (2021–2025), Financial Times Top 300 (2020), FA Magazine Top RIA Firms (2020), CNBC Top 100 Financial Advisory Firms (2021), and Citywire’s 50 Growers Across America (2025).
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 Equities62%
- Investment Grade Corp Bonds13%
- State & Local Bonds7%
- Cash & Cash Equivalents7%
- US Government Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 255Active vs passive
$4.2B in ETFs
58%
$2.4B
35%
$1.8B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $1B | 35,458,096 | 24.43% |
Location
Erie, PA
Erie
Location
Erie, PA
Headquartered in Erie, PA, anchoring the Erie-Meadville, PA metro in the Northeast.
- Metro area
- Erie-Meadville, PA
- Region
- Northeast
- County
- Erie
- Address
- 2725 Colonial Ave
- Time zone
- ET (UTC-5)
- Office locations
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