Hawke Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$254,279,317
Total clients
754
11% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
377
Average account size
$337,240
About
The firm serves individuals (including high‑net‑worth clients), families, business entities and retirement plans, providing ongoing portfolio management, pension/401(k) consulting, and stand‑alone financial planning and consulting. It can implement recommendations directly for discretionary accounts and may allocate client assets to unaffiliated independent managers as part of its services.
HFG customizes portfolios to client objectives and conducts ongoing monitoring, relying on a mix of fundamental, technical and cyclical analysis and using mutual funds, ETFs and other instruments as appropriate. The firm emphasizes active, tactical management in many strategies and discloses the use of defensive cash positions, derivatives and leveraged exchange‑traded products where employed.
Noteworthy features include an unusually high client load for the adviser headcount—more than 750 clients supported by two advisors—an arrangement that is uncommon among peers and may reflect a scalable or high‑touch/high‑volume servicing model. The brochure also discloses that the firm’s principal maintains a broker‑dealer registration and may receive transaction‑based compensation, and reports a 2019 consent order with a state regulator (a $10,000 administrative penalty and a 30‑day suspension), information that bears on potential conflicts and regulatory history.
Client services
Fee options
Pension consulting fees may be charged on a fixed fee basis up to $50,000 depending on service scope.
Negotiable up to 1.5% annually
Up to $300 per hour for financial planning and consulting services, negotiable depending on scope and professional rendering the service.
Fee-only: Investment advisory fees on a fee-only basis, negotiable up to 1.5% annually based on assets under management.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Main office location
Hawke Financial Group
2484 N Stokesberry Place, Suite 100
Meridian ID 83646-6083, United States
Number of offices
1
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