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

121

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 organized as an LLC and operating as a capital allocator for both individuals/families and institutional clients. The firm provides a range of advisory services that include financial planning, discretionary and non-discretionary portfolio management for individuals, businesses and pooled vehicles, pension consulting and the selection of other advisers, alongside educational seminars. HUB reports fee arrangements that include percentage-of-AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser for regulatory purposes. HUB has been recognized in industry lists, appearing among Financial Times’ Top 300 RIA Firms in 2020 and on FA Magazine’s Top RIA Firms list in 2020. Its business mix and filings indicate it acts both as a manager of separate accounts and as an allocator into third-party strategies.