Nathaniel Hoskin
Advisor at Hoskin Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Nathaniel Hoskin is a financial advisor at Hoskin Capital with seven years of industry experience. He holds a Series 65 designation and has worked at Pacific Investment Research and Chapman University. Outside of advisory work, he is co-founder of N2 Content Marketing, a firm that provides video marketing services for financial service companies. Hoskin Capital serves individual investors, trusts, estates, charitable organizations, and business entities by offering discretionary investment management alongside financial planning, tax preparation, bookkeeping, and estate-planning guidance. The firm uses a client-specific risk assessment to guide portfolio construction within a tactical allocation framework, combining ESI screening with fundamental and cyclical analysis.
Client services
Based on Hoskin Capital
Financial planning
Portfolio management
Tax return preparation
Expertise
Based on Hoskin Capital
Equity compensation tax strategy
Roth conversion strategy
General estate planning guidance
Cash flow / budgeting
Demographic focus
Based on Hoskin Capital
Young Professionals
Values-based investing
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Fee options
One-time fixed fees for written financial plans or reports ranging from $1,000 to $10,000 depending on plan type and complexity
Hourly fee of $450 per hour for financial consultation services
Minimum fee: Fixed financial plan fees between $1,000 and $10,000 depending on plan complexity and client relationship; ongoing fixed annual fees between $1,000 and $10,000 depending on services selected Fee-only: Fixed fees for financial planning services ranging from $1,000 to $10,000; ongoing fixed fees from $99 to $1,000 per month depending on service package
Location
Lakewood, CO
Most active in
Nathaniel H has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado · Michigan · Texas
Work history
N2 Content Marketing
2023 - Present (3 years)
Hoskin Capital LLC
2020 - Present (6 years)
Pacific Investment Research
2019 - 2020 (1 year)
Pacific Investment Research
2018 - 2019 (1 year)
Chapman University
2016 - 2020 (4 years)
Chapman University
2016 - 2018 (2 years)
Montanya Distillers
2012 - 2017 (5 years)
Crested Butte Community School
2002 - 2016 (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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