firm profile
Hub Investment Partners, LLC
Overview
Hub Investment Partners, LLC is an SEC registered investment adviser based in West Lake Hills, TX, registered since 2020. It reports $11.9B in assets under management across 15,595 accounts, with 172 employees. It has 105 investment adviser representatives.
- Reported AUM
- $11.9B
- Discretionary
- 83%
- Accounts
- 15,595
- Average account
- $762K
- Employees
- 172
- Advisory reps
- 105
- Registered since
- 2020
- Jurisdictions
- 52
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 5
- Dennis Walter Bielik Executive Vice President, Managing Director, Director of Private Wealth CRD 5980756
- Greg Lee Koleno Rpw Chief Operating Officer CRD 5629423
- Mariane Ashley Lee Chief Compliance Officer CRD 4532268
2 more executive officers, with direct contact details
Advisory reps 3 of 105
- Craig Carlton Adams Investment Adviser Rep CRD 5339011
- Garrett Adams Insurance Agent · Investment Adviser Rep CRD 6477028
- Matthew Robert Almquist Investment Adviser Rep CRD 7954533
102 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 900 S Capital of Texas Hwy Ste 350
West Lake Hills, TX 78746 - County
- Travis
- Metro area
- Austin-Round Rock-Georgetown, TX
- Region
- South
Registrations
- SEC registered
- Registered in 52 jurisdictions
- Website: hubinternational.com/offices/us/maryland/bethesda
Every state, with registration dates
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