Van Hubly Investments LLC
RIASEC Registered
Total AUM
$2.3M
Discretionary
$2.3M
100% of AUM
Avg account
$165K
Accounts
14
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 143908
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI57.83%
- Individuals42.17%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Van Hubly Investments LLC is a small, individually owned limited liability company that provides portfolio management for individuals, families and small businesses. The firm’s advisory arrangements include asset-based fees, hourly charges and other fee types. It is not positioned as a multi-state or institutional consultant, does not identify as an active ESG investor, and is not labeled a capital allocator or related adviser. The firm’s SEC registration year is not reported in the source data.
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 Funds64%
- Exchange Traded Equities29%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds2%
Contacts
1 of 1Nancy Hubly
PresidentCRD 1013582
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations