Hub Investment Partners, Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 307956
· SEC file 801-118346
· Austin, TX
· www.hubinvestmentpartners.com
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ADV data as of Jun 30, 2026
- Regulatory AUM
- $11.9B
- Discretionary
- $9.9B
- Clients
- 6,127
- Avg AUM / client
- $1.9M
- Accounts
- 15,595
- Employees
- 172
AUM over time
$3.6B
$11.9B
Jul 2020
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4,444 | $1.8B | 14.8% |
| High net worth individuals | 1,002 | $5.4B | 45.7% |
| Banking or thrift institutions | 3 | $33.4M | 0.28% |
| Investment companies | 1 | $628K | 0.01% |
| Pension and profit sharing plans | 127 | $1.2B | 10.1% |
| Charitable organizations | 11 | $111M | 0.94% |
| State or municipal government entities | 482 | $3.2B | 26.9% |
| Corporations and other businesses | 55 | $127M | 1.07% |
| Other | 2 | $13.7M | 0.12% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (119)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dennis Walter Bielik | Evp/ Managing Director, Director Of Private Wealth | CFP | Jan 2022 (5y) | Less than 5% |
| Lee, Mariane, Ashley | Chief Compliance Officer | Nov 2022 (4y) | Less than 5% | |
| Sokolic, Adam | Director | Dec 2022 (4y) | Less than 5% | |
| Rodriguez Kirk, Melissa | Coo | Nov 2023 (3y) | Less than 5% | |
| Hauptmann, Scott, Christopher | Executive Vice President, President | Jan 2024 (3y) | Less than 5% | |
| Alexander Joseph Garcia | Registered representative | Jan 2022 (5y) | ||
| Bradley Richard Hoegler | Registered representative | Jan 2022 (5y) | ||
| Carrie Irene Yates | Registered representative | Jan 2022 (5y) | ||
| Christopher James Jamail | Registered representative | CFP | Jan 2022 (5y) | |
| Daniel Austin Driver | Registered representative | Jan 2022 (5y) | ||
| Eric Michael Light | Registered representative | Jan 2022 (5y) | ||
| Ernest Jay Horn | Registered representative | Jan 2022 (5y) | ||
| Garrett Adams | Registered representative | Jan 2022 (5y) | ||
| Patrick Fitzgerald Maynor | Registered representative | Jan 2022 (5y) | ||
| Simon Miselis | Registered representative | Jan 2022 (5y) | ||
| John Robert Sturgis | Registered representative | CFP | Jan 2022 (5y) | |
| John Joseph Pesce | Registered representative | Jan 2022 (5y) | ||
| Marques T Cormier | Registered representative | Jan 2022 (5y) | ||
| Ryan Joel Canales | Registered representative | Jan 2022 (5y) | ||
| Sherry Lynn Echart | Registered representative | Jan 2022 (5y) | ||
| George R Feid | Registered representative | Chartered Financial Consultant | Mar 2022 (4y) | |
| Harrison Mac Donald | Registered representative | Mar 2022 (4y) | ||
| Jason Russell Hessler | Registered representative | CFP | May 2022 (4y) | |
| Matt W Escalante | Registered representative | CFP | Dec 2022 (4y) | |
| Eric Williams | Registered representative | CFP | Jan 2023 (4y) | |
| Ryan C Mayer | Registered representative | CFP | Sep 2023 (3y) | |
| Alp Arslan Atabek | Registered representative | Oct 2023 (3y) | ||
| Christopher Reed Vanderkolk | Registered representative | CFA | Oct 2023 (3y) | |
| Jason William Dahl | Registered representative | CFP | Oct 2023 (3y) | |
| Jensen Lorea | Registered representative | CFP | Oct 2023 (3y) | |
| Olivia Nakkash Demissie | Registered representative | Oct 2023 (3y) | ||
| Dakota Shea Staton | Registered representative | Oct 2023 (3y) | ||
| Brian Lynch Collins | Registered representative | CFA | Nov 2023 (3y) | |
| Maegan Ayana Villarreal | Registered representative | Nov 2023 (3y) | ||
| Hudson J Ruen | Registered representative | Jan 2024 (3y) | ||
| Keaton Thomas Christian | Registered representative | Jan 2024 (3y) | ||
| Michelle Renae Jensen | Registered representative | Jan 2024 (3y) | ||
| Cristhian Omar Gonzales | Registered representative | Feb 2024 (2y) | ||
| Roy Jordan Smith | Registered representative | CFP | Feb 2024 (2y) | |
| Thomas Edward Ditzer | Registered representative | May 2024 (2y) | ||
| Louis Perez | Registered representative | Jun 2024 (2y) | ||
| Dawn Michelle Edwards | Registered representative | Jun 2024 (2y) | ||
| June Pinkney | Registered representative | Jun 2024 (2y) | ||
| Matthew Robert Almquist | Registered representative | Jul 2024 (2y) | ||
| Theresa Ayers | Registered representative | Jul 2024 (2y) | ||
| Julie Maria Lane | Registered representative | Jul 2024 (2y) | ||
| Dominick James Guiseppone Zucconi | Registered representative | Jul 2024 (2y) | ||
| Robert Vassilev | Registered representative | Jul 2024 (2y) | ||
| Jeffrey Alan Churba | Registered representative | CFP | Aug 2024 (2y) | |
| Wesley David Previant | Registered representative | Oct 2024 (2y) | ||
| Ethan Ray Looney | Registered representative | Nov 2024 (2y) | ||
| Robert Lee Huddleston | Registered representative | Nov 2024 (2y) | ||
| Alisha Virag Wesser | Registered representative | CFP | Dec 2024 (2y) | |
| Frederik Arroyave | Registered representative | Dec 2024 (2y) | ||
| Patrick Kevin Mckiernan | Registered representative | Dec 2024 (2y) | ||
| Bradley Tyler Schardein | Registered representative | Dec 2024 (2y) | ||
| Patrick William Dupont | Registered representative | CFP | Dec 2024 (2y) | |
| Wendelin Anthony Padek | Registered representative | Dec 2024 (2y) | ||
| Ryan Michael Jacobs | Registered representative | Dec 2024 (2y) | ||
| Erin Alkire Lambert | Registered representative | CFP | Jan 2025 (2y) | |
| Edward Michael Ware | Registered representative | CFP | Jan 2025 (2y) | |
| Timothy Davis Silver | Registered representative | CFP | Jan 2025 (2y) | |
| Cynthia Diane Howell | Registered representative | Jan 2025 (2y) | ||
| Steven Andrew Cooper | Registered representative | Jan 2025 (2y) | ||
| Macy Hauptmann | Registered representative | CFP | Jan 2025 (2y) | |
| John Garrett Vanneman | Registered representative | CFP | Jan 2025 (2y) | |
| Kalen Alexander Darling | Registered representative | Jan 2025 (2y) | ||
| Michael George Camizzi | Registered representative | Jan 2025 (2y) | ||
| Danielle Ryan Dykes | Registered representative | Jan 2025 (2y) | ||
| David Ming Jeremiah | Registered representative | Jan 2025 (2y) | ||
| Paul Bernard Hunt | Registered representative | Jan 2025 (2y) | ||
| Charles Gentry Dyson | Registered representative | Jan 2025 (2y) | ||
| Grant Anderson Russell | Registered representative | CFP | Jan 2025 (2y) | |
| Laneka V Sledge | Registered representative | Jan 2025 (2y) | ||
| Patrick Joseph Pucher | Registered representative | CFA | Jan 2025 (2y) | |
| Antonio Tremaine Kitt | Registered representative | CFP | Jan 2025 (2y) | |
| Thomas Gilbert Siebers | Registered representative | CFP | Jan 2025 (2y) | |
| Garrett Pittman | Registered representative | Feb 2025 (1y) | ||
| Steven Michael Fenner | Registered representative | Feb 2025 (1y) | ||
| Timothy David Hummel | Registered representative | CFP | Feb 2025 (1y) | |
| Coleman Jacob Fox | Registered representative | CFP | Feb 2025 (1y) | |
| Laura Thai Stenberg | Registered representative | Mar 2025 (1y) | ||
| Karissa Renee Brick | Registered representative | Apr 2025 (1y) | ||
| Tyler Jonathan Cox | Registered representative | Apr 2025 (1y) | ||
| Katherine Wright | Registered representative | Jun 2025 (1y) | ||
| Tyler Nguyen | Registered representative | Jun 2025 (1y) | ||
| Brian C Wells | Registered representative | Jun 2025 (1y) | ||
| Jerry Arnold Verseput | Registered representative | CFP | Jun 2025 (1y) | |
| Eli Michael Gary | Registered representative | Jul 2025 (1y) | ||
| Kevin John Taylor | Registered representative | Aug 2025 (1y) | ||
| Rick Lewis Horton | Registered representative | Aug 2025 (1y) | ||
| Ciara Sharp Hanratty | Registered representative | CFP | Aug 2025 (1y) | |
| Sonya Spagnola | Registered representative | Aug 2025 (1y) | ||
| Molly Catherine Coyle | Registered representative | Sep 2025 (1y) | ||
| Christopher D Guzman | Registered representative | Sep 2025 (1y) | ||
| Philip E Hecker | Registered representative | Nov 2025 (1y) | ||
| Craig Carlton Adams | Registered representative | Dec 2025 (1y) | ||
| David Chandler Booth | Registered representative | Dec 2025 (1y) | ||
| Gary Michael Smith | Registered representative | Jan 2026 (1y) | ||
| Jeffrey Donald Sharp | Registered representative | CFP Chartered Financial Consultant | Jan 2026 (1y) | |
| Josef Nazir Ghaussy | Registered representative | CFP | Jan 2026 (1y) | |
| Patrick Michael Fay | Registered representative | Jan 2026 (1y) | ||
| Julia T Rasell | Registered representative | Jan 2026 (1y) | ||
| Thomas John Von Riesen | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) | |
| Alexander Alexandrovich Antskaitis | Registered representative | CFA | Jan 2026 (1y) | |
| Brandon James Bullock | Registered representative | Jan 2026 (1y) | ||
| Jade Marisa Wilson | Registered representative | Feb 2026 (0y) | ||
| Madalyn Turner | Registered representative | Feb 2026 (0y) | ||
| Janine Jefferson Moore | Registered representative | Feb 2026 (0y) | ||
| William Alan Suntrapak | Registered representative | Mar 2026 (0y) | ||
| Brian Douglas Libby | Registered representative | Mar 2026 (0y) | ||
| Kevin William Novak | Registered representative | Mar 2026 (0y) | ||
| Lisa Estellla Mc Millan | Registered representative | Mar 2026 (0y) | ||
| Jullie Ann Nicole Strippoli | Registered representative | Apr 2026 (0y) | ||
| Doug Kalleen Eidd | Registered representative | CFP | May 2026 (0y) | |
| James Reppas | Registered representative | Jun 2026 (0y) | ||
| Christian A Salazar | Registered representative | Jun 2026 (0y) | ||
| Steven Michael Bazis | Registered representative | Jul 2026 (0y) | ||
| Daniel Neil | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hub International Limited | Sole Shareholder | Jul 2021 | A | 75% or more |
| Hockey Intermediate Inc. | Shareholder | Oct 2013 | B | ≈ 56.25% – 100% via Hub International Limited |
| Hockey Parent Inc. | Shareholder | Oct 2013 | B | ≈ 42.19% – 100% via Hockey Intermediate Inc. |
| Hockey Parent Holdings L.P. | Shareholder | Oct 2013 | B | ≈ 31.64% – 100% via Hockey Parent Inc. |
| Hockey Investments L.P. | Limited Partner | Oct 2013 | B | ≈ 15.82% – 75% via Hockey Parent Holdings L.P. |
| Hockey Parent Holdings Gp, Llc | General Partner | Oct 2013 | B | GP / trustee / elected manager of Hockey Parent Holdings L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hockey Intermediate Inc.: 75% – 100% of Hub International Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Hockey Parent Inc.: 75% – 100% of Hockey Intermediate Inc. × 75% – 100% of Hub International Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Hockey Parent Holdings L.P.: 75% – 100% of Hockey Parent Inc. × 75% – 100% of Hockey Intermediate Inc. × 75% – 100% of Hub International Limited × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Hockey Investments L.P.: 50% – 75% of Hockey Parent Holdings L.P. × 75% – 100% of Hockey Parent Inc. × 75% – 100% of Hockey Intermediate Inc. × 75% – 100% of Hub International Limited × 75% – 100% direct ≈ 15.82% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (13)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cape Henry Collegiate Retirement Plan | Cape Henry Collegiate School | 178 | $32.6M | 09/01/2024 |
| The Howard School, Inc. 401(k) Plan | The Howard School, Inc. | 112 | $13.5M | 08/01/2024 |
| Trevecca Nazarene University Defined Contribution Retirement Plan | Trevecca Nazarene University | 455 | $55.0M | 07/01/2024 |
| Champagne Metals, Llc 401(k) Plan | Champagne Metals, Llc | 124 | $10.3M | 01/01/2024 |
| Mill Creek Lumber & Supply Co. Employee Savings 401(k) Plan | Mill Creek Lumber & Supply Co. | 708 | $32.1M | 01/01/2024 |
| Kaspar Companies & Affiliates 401(k) Savings Plan | Kaspar Wire Works, Inc. | 404 | $12.5M | 01/01/2024 |
| Miami Nation Enterprises 401(k) Profit Sharing Plan | Miami Nation Enterprises | 559 | $15.4M | 01/01/2024 |
| Valley Children's Hospital Defined Contribution Retirement Plan | Valley Children's Hospital | 3,806 | $612M | 01/01/2024 |
| Radiology Partners, Inc. 401(k) Profit Sharing Plan | Radiology Partners Inc | 4,389 | $412M | 01/01/2024 |
| Coastal Farm & Home Supply, Llc 401(k) Plan | Coastal Farm & Home Supply, Llc | 686 | $10.5M | 01/01/2024 |
| Latshaw Drilling Co., Llc 401(k) Plan | Latshaw Drilling Co., Llc | 139 | $9.2M | 01/01/2024 |
| M. Roberts Media, Llc 401(k) Plan | M. Roberts Media, Llc | 116 | $7.3M | 01/01/2024 |
| Compsource Retirement Savings Plan | Compsouce Mutual Insurance Company | 286 | $24.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 1.49 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $6.7B (57% of AUM) Jun 2026
- BNY Mellon $1.9B (21% of AUM) Feb 2026
- Fidelity Brokerage Services $1.1B (9% of AUM) Jun 2026
- Matrix Trust Company $801M (17% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗