SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Hub Investment Partners, LLC
Austin, TX
CRD 307956
Firm filing updated September 14, 2026 ·
- $11.9BAssets
- 103Advisory staff
- 15,595Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals4,444
- High net worth individuals1,002
- State or municipal government entities (including government pension plans)482
- Pension and profit sharing plans127
- Corporations or other businesses55
- and 2 more12
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 4,444 | $1.8 billion |
| High net worth individuals | 1,002 | $5.4 billion |
| Banking or thrift institutions | Fewer than 5 clients | $33.4 million |
| Investment companies | 1 | $628,021 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 127 | $1.2 billion |
| Charitable organizations | 11 | $111.3 million |
| State or municipal government entities (including government pension plans) | 482 | $3.2 billion |
| Corporations or other businesses not listed above | 55 | $126.6 million |
| Other: "NON-PROFIT ORGANIZATION" | Fewer than 5 clients | $13.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 8 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "ADVISORY CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "ADVISORY CONSULTING"
Assets and accounts
- Regulatory assets$11.9 billion
- Accounts15,595
- Discretionary$9.9 billion · 14,990 accounts
- Non-discretionary$2.0 billion · 605 accounts
People
- Employees172
- Advisory staff103
- Broker-dealer reps0
- Licensed insurance agents21
- Planning clients4,000
Advisors
61 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 307956, SEC file 801-118346.
- Registered with the SEC as an investment advisor (status date on record: April 1, 2020).
Is Hub Investment Partners, LLC a fiduciary?
Short answer: Hub Investment Partners, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
21 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.