Spencer Hawkins Investment Adviser, LLC

Overview

Spencer Hawkins Investment Adviser, LLC is a small, independent RIA focused on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm operates primarily on a non-discretionary basis, meaning clients retain decision authority while the adviser provides recommendations and portfolio construction support. Fee arrangements are flexible and include a percentage of assets under management, hourly billing, and fixed-fee engagements. The firm’s asset allocation profile is conservative at present: cash and cash equivalents make up the largest share of assets, suggesting either a deliberate defensive posture or a transitional phase as capital is positioned for alternative investments. Spencer Hawkins Investment Adviser uses third-party managers for alternatives rather than functioning as a capital allocator, and it maintains an affiliation with an insurance company as part of its business network.

Assets & Accounts

Investments & Alternatives

Location & Offices