Van Hubly Investments LLC
RIA
Total AUM
$2.3M
Discretionary
$2.3M
100% of AUM
Avg account
$165K
Accounts
14
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 143908
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI57.83%
- Individuals42.17%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Van Hubly Investments LLC is an independent, Washington-registered LLC that provides portfolio management for individuals and small businesses. The firm is owner-operated and targets individual and family clients. Its fee schedule includes a percentage-of-AUM component alongside hourly billing and other fee arrangements. The adviser does not position itself as a capital allocator and is not active on ESG investing metrics.
Assets & Accounts
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 Funds64%
- Exchange Traded Equities29%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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