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

120

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 investment adviser organized as an LLC and operating as a capital allocator to both individuals/families and institutional clients. The firm provides a mix of financial planning and portfolio management across individual, pooled-vehicle, business/institutional, and small-business relationships, and offers services such as pension consulting, manager selection, and educational workshops. Its fees mix includes percentage-of-AUM billing along with hourly and fixed-fee arrangements. HUB is not identified as an active ESG investor. The firm maintains industry relationships beyond advisory work—reporting ties to broker‑dealers, other investment advisers, insurance companies, and pension consultants—which supports a multi-channel distribution and manager‑selection capability. HUB received recognition in 2020 from the Financial Times (Top 300 RIA Firms) and from FA Magazine (Top RIA Firms).