Kylee Francis Holderied
Investment adviser representative at Hobbs Group Advisors LLC
12 yearsExperience
1 stateRegistered in
$584.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Hobbs Group Advisors LLCJan 2025 to now
- Hobbs Group Advisors LLCJul 2024 to Dec 2024
- Hobbs Group Advisors LLCJun 2021 to May 2024
- Onthemarc CateringJun 2021 to Dec 2023
- StudentAug 2020 to May 2024
- StudentAug 2014 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (SC).
Hobbs Group Advisors LLC
$584.4MAssets managed
479Clients
7Advisers
8 yearsIn 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
- 8028855
- Firm CRD
- 157274