HOBBS GROUP ADVISORS LLC
Adviser information for HOBBS GROUP ADVISORS LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | South Carolina, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 880 | $318.1M |
| Non-Discretionary | 72 | $72.1M |
| Total | 952 | $390.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 186 | $45.9M |
| HNW Individuals | 107 | $205.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 76 | $96.3M |
| Charitable organizations | <5 | $4.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 22 | $37.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-113063 |
|---|---|
| SEC ERA File Number | 801-113063 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157274 |
| Legal Entity Identifier | None |
Principal Office
1727 LAUREL STREETCOLUMBIA
SC
United States
Monday - Friday, 8:30 AM-5:00 PM
Tel: 803-540-3034, Fax: 803-540-3032
Chief Compliance Officer
PETER A. PIGEON
CHIEF INVESTMENT OFFICER
1727 LAUREL STREET
COLUMBIA
SC
United States
Tel:
803-540-3034
Fax:
803-540-3032
P****@*********************M
(Full email address available in API data)
Industry Affiliates
| THE HOBBS GROUP | Accountant or accounting firm |
| WEALTH ALLIANCE, INC. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PIGEON, PETER, A | Individual | – | CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | 11/2006 | 25-50% |
| HOBBS, MARK, THOMAS | Individual | – | PRESIDENT | 11/2006 | > 75% |
| STRANGE, DAVID, GARET | Individual | – | OWNER | 01/2024 | 5-10% |