Wealth manager, independent · Austin, TX
Hub Investment Partners, LLC
SEC-registered investment adviser · CRD 307956 · SEC 801-118346
At a glance
Hub Investment Partners, LLC is an SEC-registered investment adviser based in Austin, Texas, with $12B in regulatory assets under management as of its Form ADV filed September 14, 2026. It reports 5,446 individual clients, 1,002 of them high-net-worth, holding an average of about $1.3 million each, and 172 employees. That ranks it 82nd among the nation’s 5,657 independent wealth management RIAs and 5th of 367 in Texas. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 512-600-5390hubinternational.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $12B
- Rank among independent wealth managers
- #82 of 5,657
- Rank among all SEC RIAs
- #1,216 of 17,210
- Rank in Texas
- #5 of 367
- Individual clients
- 5,446
- High-net-worth clients
- 1,002
- Accounts
- 15,595
- Discretionary
- 83% of AUM
- Employees
- 172
- Advisory staff
- 103
- Offices
- 29
Owners and executives on its Form ADV
- Scott C. HauptmannExecutive Vice President, President
- Dennis W. BielikEvp/ Managing Director, Director of Private Wealth
- Mariane A. LeeChief Compliance Officer
- Melissa Rodriguez-KirkCOO
- Greg L. KolenoRpw COO
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Hub International Investment Services Inc..
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,002 | $5.4B | 46% |
| State or municipal government entities | 482 | $3.2B | 27% |
| Individuals | 4,444 | $1.8B | 15% |
| Pension and profit sharing plans | 127 | $1.2B | 10% |
| Corporations or other businesses | 55 | $127M | 1% |
| Charitable organizations | 11 | $111M | <1% |
| Banking or thrift institutions | 3 | $33M | <1% |
| Other | 2 | $14M | <1% |
| Investment companies | 1 | $1M | <1% |
Disciplinary disclosures
Hub Investment Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗hubinternational.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 359 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Kestra Advisory Services, LLCAustin | $80B | 115,285 |
| United Capital Financial AdvisorsIrving | $25B | 24,837 |
| Kestra Private Wealth Services, LLCAustin | $13B | 19,977 |
| Americana Partners, LLCHouston | $9.1B | 1,627 |
| Sendero Wealth Management, LLCSAN Antonio | $6.5B | 331 |
| Integrated Advisors Network LLCDallas | $5.5B | 7,363 |
Compare Hub Investment Partners, LLC with
- Hub Investment Partners, LLC vs Kestra Private Wealth Services, LLC $13B · Austin, TX
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- Hub Investment Partners, LLC vs Forvis Mazars Wealth Advisors, LLC $12B · Springfield, MO
- Hub Investment Partners, LLC vs Curi Capital, LLC $12B · Chicago, IL
- Hub Investment Partners, LLC vs Apollon Wealth Management, LLC $12B · Mount Pleasant, SC
Background
Questions
How much does Hub Investment Partners, LLC manage?
Hub Investment Partners, LLC reports $12B in regulatory assets under management across 15,595 accounts, 83% of it on a discretionary basis, on its Form ADV filed September 14, 2026.
How many clients does Hub Investment Partners, LLC have?
It reports 5,446 individual clients: 1,002 high-net-worth individuals and 4,444 other individuals. Individuals account for about 61% of its regulatory assets.
Where is Hub Investment Partners, LLC headquartered?
Its main office is in Austin, Texas. It reports 29 offices in total and 172 employees, 103 of whom perform investment advisory functions.
How does Hub Investment Partners, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Hub Investment Partners, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed September 14, 2026, it reports these amounts held: Charles Schwab ($6.7B); Fidelity ($1.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Hub Investment Partners, LLC a hybrid RIA with a broker-dealer?
It names an affiliated broker-dealer: Hub International Investment Services Inc..
Is Hub Investment Partners, LLC a fiduciary?
As an SEC-registered investment adviser, Hub Investment Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Hub Investment Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →