STU Hawver, Cfa, Mba, LLC
RIAState Registered
Total AUM
$25.7M
Discretionary
$25.7M
100% of AUM
Avg account
$1.3M
Accounts
20
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 128027
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI87.73%
- Individuals12.27%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
STU Hawver, Cfa, Mba, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets approach with the ability to assess performance-based fees. The firm does not position itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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