HBKS WEALTH ADVISORS

Overview

Hbks Wealth Advisors is an independent, SEC-registered investment advisory firm organized as an LLC and in operation since 2001. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator that combines financial planning with portfolio management and selection of third‑party managers. Its fee menu includes percentage‑of‑AUM billing alongside hourly and fixed fees. Advisory services span comprehensive financial planning, discretionary portfolio management for individuals and small businesses, institutional and pension consulting, and the selection and oversight of outside advisers; the firm also publishes client communications. The firm maintains relationships beyond pure advisory work: it lists affiliations with broker‑dealers, other investment advisers, accounting professionals, insurance companies and functions as a sponsor/GP or managing member of pooled investment vehicles. Hbks is not flagged as an active ESG investor in the source material. The firm has been recognized repeatedly in industry rankings, including multiple Barron’s Top 100 RIA firm appearances (2021–2025), CNBC Top 100 (2021), Financial Times Top 300 (2020), FA Magazine Top RIA Firms (2020) and a Citywire “50 Growers Across America” mention (2025).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices