H
Hansa Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,392,580
Total clients
11
45% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$2,217,507
About
Hansa Investments LLC provides ongoing portfolio management and financial planning for individuals, including high‑net‑worth clients, and offers pension consulting services for employee benefit plans such as 401(k) plans. The firm also offers insurance products and annuities through its licensed insurance activity and documents client goals and risk tolerance in written Investment Policy Statements.
The firm’s investment approach combines multiple methods of analysis — including fundamental, quantitative, technical, cyclical, and modern portfolio theory — and employs a range of strategies from long‑term investing to short‑term trading, options and short sales, and selective use of private placements and precious‑metals ETFs. Hansa generally seeks discretionary authority, provides quarterly account reviews, and requires use of designated custodians, arrangements that can include access to institutional research and other custodial services.
What is noteworthy relative to peers is the combination of pension consulting and licensed insurance sales at a small, independent advisory firm, a mix the brochure discloses can create conflicts of interest when commissionable products are recommended. The firm’s concentrated client base and the use of non‑standard instruments (options, short sales, venture/private placements) alongside institutional custody relationships represent an unusually broad service and product scope for a firm of this scale.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Annuities
Fee options
$1,000 - $999,999: 1.50% $1,000,000+: 1.00%
$350 per hour for financial planning services.
Account minimum: $1,000
Main office location
Hansa Investments LLC
Stevenson MD, United States
Number of offices
1
Most active in
Hansa Investments LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")