HOSKINS FINANCIAL, LLC

Overview

Hoskins Financial, LLC is an independent registered investment adviser organized as an LLC and operated by an individual owner. The firm’s client mix centers on individuals, families and small-business owners, with selective institutional relationships. Advisory services emphasize financial planning and portfolio management for individual and small-business clients, delivered under a fee model that combines a percentage-of-assets and hourly engagements. Investment posture is equity-first: the firm favors exchange-traded equities for core portfolio exposure, using those liquid, transparent instruments to build most client allocations. Hoskins Financial supplements equity exposures with third-party real estate strategies and conventional pooled vehicles such as mutual funds. The firm does not position itself as an ESG-active manager and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices