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| Happy Holidays!! thanks for using AUM13F!! |
| Hobbs Group Advisors LLC
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|---|---|
| CRD # | 157274 |
| SEC # | 801-113063 |
| CIK # | 0002012280 |
| AUM | $479.1 M (2025-05-15) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 803-540-3034 |
| Address | 1727 Laurel Street Columbia, SC 29201 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 4.2 | ||
| World Currency Gold Trust | 3.8 | ||
| Apple Inc | 2.8 | ||
| Microsoft Corp | 2.4 | ||
| Alphabet Inc | 2.2 | ||
| Amazon Com Inc | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 209 | 51.3 |
| (b) Individuals (high net worth individuals) | 126 | 255.2 |
| (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 | 79 | 115.1 |
| (h) Charitable organizations | 0 | 5.6 |
| (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 | 36 | 51.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,031 | 479.1 |
| By Discretionary | ||
| Discretionary | 950 | 363.3 |
| Non-Discretionary | 81 | 115.8 |
| Total | 1,031 | 479.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 479.1 | |
| Total | 1,031 | 479.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002012280] |
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|---|---|---|
|
Auctus Advisors LLC
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NC | 0.5 |
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Priebe Wealth Holdings LLC
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MN | 0.5 |
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FL | 0.5 |
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The Enterprise Investment Company
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MI | 0.5 |
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Arkfeld Wealth Strategies LLC
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NE | 0.5 |
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Gainplan LLC
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Enrich Financial Partners LLC
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WI | 0.5 |
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Midwest Financial Group LLC
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KS | 0.5 |
|
Keeler & Nadler Financial Planning and Wealth Management LLC
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OH | 0.5 |
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Reston Wealth Management LLC
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VA | 0.5 |