Hobbs Group Advisors LLC
Firm details
- Headquarters
- Columbia, South Carolina
- CRD number
- 157274
- Registered since
- April 27, 2018
- Website
- www.hobbsgroupadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI48.84%
- Pension & Profit Sharing Plans24.98%
- Corporations / Businesses11.64%
- Individuals10.46%
- State / Municipal Government3.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Hobbs Group Advisors LLC is an independent, SEC‑registered registered investment adviser formed as an LLC in 2018 and owned by an individual. The firm serves both individual and family clients as well as institutional investors and acts as a capital allocator, meaning it places client capital with third‑party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements include percentage of AUM, hourly charges, and fixed fees. The firm is not an active ESG investor and is not designated as a multi‑state adviser. Industry affiliations include relationships with an accountant and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds77%
- Exchange Traded Equities10%
- Cash & Cash Equivalents7%
- US Government Bonds5%
- Other1%
Owners & executives
2 of 2
David Strange
Chief Operating OfficerCRD 6016283
Peter Pigeon
Chief Executive Officer & FounderCRD 4550227
Contacts
3 of 5
Marc Murray
Senior Portfolio ManagerCRD 4821165
Mark Hobbs
President & FounderCRD 4079959
Kylee Holderied
Operations AssociateCRD 8028855
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 139Active vs passive
$412M in ETFs
51%
$209M
19%
$203M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ASTORIA US QUALITY GROWTH KINGS ETF (GQQQ) | $39.8M | 1,096,944 | 9.66% |
Location
Columbia, SC
Richland
Location
Columbia, SC
Headquartered in Columbia, SC, anchoring the Columbia-Orangeburg-Newberry, SC metro in the South.
- Metro area
- Columbia-Orangeburg-Newberry, SC
- Region
- South
- County
- Richland
- Address
- 1727 Laurel St
- Time zone
- ET (UTC-5)
- Office locations
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