Truman Mcgill Hobbs
Investment adviser representative at Twentythree Advisory
8 yearsExperience
1 stateRegistered in
CFADesignation
$41.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
8 years in the industry.
- Twentythree Advisory LLCJun 2024 to now
- Transition To Independent AdviserMar 2024 to Jun 2024
- Overbrook Management CorporationApr 2022 to Mar 2024
- Boyar Value GroupAug 2018 to Mar 2022
- Preparation for Cfa ExaminationsJun 2017 to Aug 2018
- New York UniversityAug 2016 to Jun 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NY).
Twentythree Advisory
Legal name: Twentythree Advisory LLC
$41.1MAssets managed
4Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5812673
- Firm CRD
- 332537