Hobbs Group Advisors LLC
Firm details
- Headquarters
- Columbia, South Carolina
- CRD number
- 157274
- Registered since
- April 27, 2018
- Website
- www.hobbsgroupadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI48.84%
- Pension & Profit Sharing Plans24.98%
- Corporations / Businesses11.64%
- Individuals10.46%
- State / Municipal Government3.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Hobbs Group Advisors LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 2018. The firm serves both individuals/families and institutional clients and operates as a capital allocator, selecting third‑party managers where appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements include AUM‑based fees as well as hourly and fixed‑fee engagements. Hobbs Group does not identify as an active ESG investor and reports relationships with accountants and insurance companies as industry affiliations.
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 Funds77%
- Exchange Traded Equities10%
- Cash & Cash Equivalents7%
- US Government Bonds5%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 146Active vs passive
$442M in ETFs
52%
$229M
19%
$212M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ASTORIA US QUALITY GROWTH KINGS ETF (GQQQ) | $41.8M | 1,158,253 | 9.45% |
Location
Columbia, SC
Richland
Location
Columbia, SC
Headquartered in Columbia, SC, anchoring the Columbia-Orangeburg-Newberry, SC metro in the South.
- Metro area
- Columbia-Orangeburg-Newberry, SC
- Region
- South
- County
- Richland
- Address
- 1727 Laurel St
- Time zone
- ET (UTC-5)
- Office locations
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