Hawkins Capital Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,376,330
Clients
23
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$190,275
About
The firm provides financial planning, investment consultation, and ongoing investment supervisory services to individuals, trusts, estates, charitable foundations, businesses and pension/profit-sharing plans, and manages both individual and institutional portfolios. It is a single-advisor independent advisory practice overseeing roughly $4.38 million in client assets across about 23 client relationships.
The firm generally follows a long-term, disciplined buy-and-hold approach that emphasizes passive investments, broad diversification, cost minimization and periodic rebalancing, and it documents client objectives through an investment policy statement when appropriate. Services are delivered under discretionary or non-discretionary agreements after an initial interview and tailored planning process, and the firm also offers periodic educational workshops and seminars for groups.
Noteworthy aspects disclosed in the brochure include the principal’s licensure as a California insurance agent and a separate tax-preparation activity, meaning the firm may receive commissions for insurance product sales and coordinates tax work with client consent. The firm also serves pension and profit-sharing plans, participates in institutional custody/brokerage programs (naming Interactive Brokers and Trade‑PMR) from which it receives research and operational benefits, and the principal maintains significant non-investment employment—features that are less common among solo independent advisors.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
Retirement withdrawal strategies
General estate planning guidance
Occupation focus
Self-Employed
Fee options
Fixed fees ranging from $1,500 to $15,000 for financial planning and investment consultation services; $200 per educational workshop negotiated with sponsor
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.85% annually $5,000,001+: 0.60% annually
Hourly fees range from $150 to $350 per hour, billed in 15-minute increments
Minimum fee: $350 per year minimum fee for investment supervisory services accounts Fee-only: Fixed fees ranging from $1,500 to $15,000 for financial planning and investment consultation services
Main office location
Hawkins Capital Advisors
Los Angeles CA, United States
Number of offices
1
Most active in
Hawkins Capital Advisors has reported serving >5 clients in these states in the last 12 months.
California
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
Forms ADV
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