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| HBK Sorce Advisory LLC
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|---|---|
| CRD # | 112139 |
| SEC # | 801-60424 |
| CIK # | 0001379995 |
| AUM | 7,661.9 M (2026-02-17) |
| Employees | 109 (67% Investors, 17% Brokers) |
| Phone | 814-836-5776 |
| Address | 2725 Colonial Ave Erie, PA 16506 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,747 | 1.2 |
| (b) Individuals (high net worth individuals) | 1,597 | 5.7 |
| (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 | 161 | 0.0 |
| (h) Charitable organizations | 18 | 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 | 301 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 21,190 | 7.7 |
| By Discretionary | ||
| Discretionary | 20,782 | 7.2 |
| Non-Discretionary | 408 | 0.5 |
| Total | 21,190 | 7.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.7 | |
| Total | 21,190 | 7.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001379995] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.5B |
| Clients | 300 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
HBK Sorce Advisory LLC
✚
|
PA | 7,661.9 M |
|
Park Shore Partners LLC
✚
|
PA | 109.9 M |
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|---|---|---|
|
Synovus Securities Inc
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GA | 8,445.1 M |
|
Zhang Financial LLC
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|
MI | 8,370.2 M |
|
Jonathan Roberts Advisory Group Inc
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|
FL | 8,247.9 M |
|
Cambridge Associates Limited LLC
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|
MA | 8,203.0 M |
|
Annex Advisory Services LLC
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|
WI | 8,050.0 M |
|
Crestwood Advisors Group LLC
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|
MA | 8,021.5 M |
|
Ethic Inc
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|
NY | 7,817.8 M |
|
Mariner Platform Solutions LLC
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|
KS | 7,341.8 M |
|
Smith Shellnut Wilson LLC
✚
|
MS | 6,925.0 M |
|
Thrivent Advisor Network LLC
✚
|
MN | 6,835.2 M |