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 RIA formed in 2018 and owned by an individual principal. The firm acts as a capital allocator for both individual/family and institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection services. Its fee mix includes percentage-of-AUM arrangements alongside hourly and fixed fees. Hobbs Group does not describe itself as an active ESG investor and appears to operate under a single-state registration structure. The firm lists relationships with an accountant and an insurance company among its 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
2 of 2DAVID STRANGE
Chief Operating OfficerCRD 6016283
PETER PIGEON
Chief Executive Officer & FounderCRD 4550227
Contacts
3 of 5MARC MURRAY
Senior Portfolio ManagerCRD 4821165
MARK HOBBS
President & FounderCRD 4079959
KYLEE HOLDERIED
Operations AssociateCRD 8028855
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 125Active vs passive
$369M in ETFs
55%
$202M
16%
$167M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ASTORIA US QUALITY GROWTH KINGS ETF (GQQQ) | $30.3M | 1,052,953 | 8.21% |
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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