HOKIN INVESTMENT ADVISORS INC.

Overview

Hokin Investment Advisors Inc. is an independent, individual-owned registered investment adviser that concentrates its client work on individuals, families and small institutions. The firm’s stated investment posture is equity-focused: its reported asset mix is dominated by exchange-traded equities and the firm expresses a clear preference for equity exposures as the core of client portfolios. Service lines include financial planning, ongoing portfolio management for both individuals and businesses, pension consulting and educational workshops, which positions the firm to support both wealth accumulation and retirement planning needs. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and maintains an affiliation with an insurance company, which aligns with its use of insurance products such as annuities. Hokin Investment Advisors Inc. is not an active ESG investor and is not set up as a multi-state adviser or capital allocator; it appears to deploy third-party managers for alternative exposure rather than running in-house private funds.

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Public Holdings

Investments & Alternatives

Location & Offices