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| Hobbs Group Advisors LLC
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|
|---|---|
| CRD # | 157274 |
| SEC # | 801-113063 |
| CIK # | 0002012280 |
| AUM | $584.4 M (2026-03-17) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 803-540-3034 |
| Address | 1727 Laurel Street Columbia, SC 29201 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 4.6 | ||
| World Currency Gold Trust | 4.3 | ||
| Apple Inc | 3.4 | ||
| Alphabet Inc | 3.4 | ||
| Amazon Com Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 61.1 |
| (b) Individuals (high net worth individuals) | 140 | 285.4 |
| (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 | 91 | 146.0 |
| (h) Charitable organizations | 0 | 6.1 |
| (i) State or municipal government entities | 0 | 17.8 |
| (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 | 26 | 68.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,329 | 584.4 |
| By Discretionary | ||
| Discretionary | 1,271 | 471.4 |
| Non-Discretionary | 58 | 113.0 |
| Total | 1,329 | 584.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 584.4 | |
| Total | 1,329 | 584.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002012280] |
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|---|---|---|
|
Squire Investment Management Company LLC
✚
|
UT | 0.6 |
|
Diversified Financial Advisors LLC
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MO | 0.6 |
|
Kreitler Financial LLC
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CT | 0.6 |
|
Wellspring Wealth Management LLC
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GA | 0.6 |
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Twin Peaks Wealth Advisors LLC
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0.6 | |
|
Freedom Fiduciaries LLC
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ID | 0.6 |
|
Fortress Private Ledger LLC
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NC | 0.6 |
|
Rowling & Associates LLC
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CA | 0.6 |
|
Howard Bailey Securities LLC
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IN | 0.6 |
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Addison Advisors LLC
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VT | 0.6 |