HUB INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2020

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 a limited liability company that operates as an insurance broker-dealer and a registered investment adviser since 2020. The firm serves both individual/family clients and institutional accounts, and it describes itself as a capital allocator that blends fee models (percentage of AUM, hourly, and fixed fees). Core advisory capabilities include financial planning, portfolio management for individuals, pooled vehicles and institutions, pension consulting support, manager selection, and client education through seminars and workshops. HUB does not identify as an ESG investor and is not registered as a multi-state adviser. Two industry recognitions are attached to the firm: inclusion in Financial Times’ Top 300 RIA Firms and in FA Magazine’s Top RIA Firms, both in 2020.