HAWKINS INVESTMENT COUNSEL, LLC

Adviser information for HAWKINS INVESTMENT COUNSEL, LLC last updated from Form ADV on January 31st, 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 Washington, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 81 $124.3M
Total 81 $124.3M

Clients

Type Number RAUM
Individuals 46 $19.5M
HNW Individuals 35 $104.8M
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 0 $0
Charitable organizations 0 $0
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 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly charges

Identifiers

SEC RIA File Number 801-129611
SEC ERA File Number 801-129611
SEC CIK Numbers None
SEC CRD Numbers 134857
Legal Entity Identifier None

Principal Office

6269 SW DAHLIA WAY
PORT ORCHARD
WA
United States
Monday - Friday, 8:00 TO 5:00
Tel: 360.536.2181, Fax: 360.824.6045

Chief Compliance Officer

MATT HAWKINS
PRINCIPAL
6269 SW DAHLIA WAY
PORT ORCHARD
WA
United States
Tel: 360.536.2181
Fax: 360.824.6045
(Full email address available in API data)

Regulatory Contact

TOM MORTON
FINANCIAL ADVISOR
2314 43RD STREET SE
PUYALLUP
WA
United States
Tel: 253.355.1976
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HAWKINS, MATTHEW, WAYNE Individual CCO 03/2005 > 75%

No. Employees, Historic

1050202420251 on 1/31/2024

RAUM, Historic

200M100M020242025124305408 on 1/31/2024

No. Clients, Historic

904502024202581 on 1/31/2024