HUB Investment Partners, LLC

RIASEC Registered

Total AUM

$11.9B

Discretionary

$9.9B

83% of AUM

Avg account

$762K

Accounts

15,595

Employees

172

Advisory reps

122

Firm details

Headquarters: West Lake Hills, Texas
CRD number: 307956
Registered since: April 1, 2020
Website: hubrpw.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI45.71%
State / Municipal Government26.89%
Individuals14.85%
Pension & Profit Sharing Plans10.15%
Corporations / Businesses1.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

HUB Investment Partners, LLC is an SEC-registered advisory firm (registered in 2020) that acts as a capital allocator for both individuals and institutional clients. The firm operates as an LLC and combines fee models that include percentage-of-AUM billing, hourly charges, and fixed fees. Its advisory services span financial planning, portfolio management for individuals, small businesses and pooled vehicles, pension consulting, selection of other advisers, and educational seminars and workshops. HUB also maintains industry relationships that include broker-dealer, other investment adviser, and insurance company affiliations. The firm reports serving a mixed client base of individual and family clients alongside institutional accounts. HUB was recognized in 2020 by industry publications, appearing in Financial Times’ Top 300 RIA Firms list and in Financial Advisor Magazine’s Top RIA Firms.