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| Keyboard |
| Hawke Financial Group LLC
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|
|---|---|
| CRD # | 301733 |
| SEC # | 801-116678 |
| CIK # | |
| AUM | 269.6 M (2026-04-03) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 208-855-9400 |
| Address | 2484 N Stokesberry Place Meridian, ID 83646-6083 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 516 | 178.6 |
| (b) Individuals (high net worth individuals) | 35 | 59.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 32.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,938 | 269.6 |
| By Discretionary | ||
| Discretionary | 1,938 | 269.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,938 | 269.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 269.6 | |
| Total | 1,938 | 269.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Jenkins Financial Group Inc
✚
|
GA | 270.1 M |
|
Leo H Evart Inc
✚
|
CA | 269.9 M |
|
Client First Capital LLC
✚
|
269.7 M | |
|
Spectrum Wealth Management LLC
✚
|
CA | 269.5 M |
|
Wallace Advisory Group LLC
✚
|
CA | 269.5 M |
|
Mader & Shannon Wealth Management Inc
✚
|
MO | 269.4 M |
|
Hardy & Hardy Co LLC
✚
|
OH | 269.4 M |
|
Fortress Wealth Management Inc
✚
|
CA | 269.3 M |
|
Atlas Fiduciary Services Inc
✚
|
NH | 269.3 M |
|
Dorado Wealth Management LLC
✚
|
268.8 M |