Hawke Financial Group

Overview

Hawke Financial Group is an SEC registered investment adviser based in Meridian, ID, registered since 2019. It reports $27M in assets under management across 1,938 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$27M

Discretionary

100%

Accounts

1,938

Average account

$139K

Employees

2

Advisory reps

2

Registered since

2019

Jurisdictions

3

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Jason Steven Hawke President, Chief Compliance Officer CRD 4177415

Advisory reps 2 of 2

• Greg O Bitter Insurance Agent · Investment Adviser Rep CRD 4216010
• Jason Steven Hawke Insurance Agent · Investment Adviser Rep CRD 4177415

Location

Headquarters

2484 N Stokesberry Pl Ste 100
Meridian, ID 83646

County

Ada

Metro area

Boise City, ID

Region

West

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: idahofinancialplanner.com

Every state, with registration dates

Similar firms near Meridian

• Inspire Investing, LLCMeridian, ID$4B AUM
• Inspire Advisors, LLCMeridian, ID$1.3B AUM
• Treasure Valley Financial PlanningMeridian, ID$336M AUM
• Next Level Wealth Planning, LLCMeridian, ID$323M AUM
• Doceo Wealth, LLCMeridian, ID$274M AUM