Hoskin Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,876,516
Total clients
70
13% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
35
Average account size
$112,522
About
Hoskin Capital serves individual investors (including high‑net‑worth clients) as well as trusts, estates, charitable organizations and business entities, providing discretionary investment management alongside comprehensive financial planning, tax preparation, bookkeeping, and estate‑planning guidance. The firm delivers both one‑time planning engagements and bundled ongoing packages and manages portfolios using listed equities, mutual funds, ETFs, fixed income and cash positions.
The firm’s investment process begins with a formal risk assessment that produces a client-specific “risk number,” which guides portfolio construction within a tactical allocation framework intended to reduce risk and improve performance while relying largely on passive instruments for core asset allocation. Research and portfolio decisions combine ESI (environmental, social, innovation) screening with fundamental and cyclical analysis, and the firm conducts regular reviews and annual rebalancing while retaining the flexibility to recommend individual stocks, sector tilts or cash positions as hedges.
Compared with many peers, Hoskin Capital is unusual in its pricing and service mix: it does not generally use percentage-of‑AUM fees and instead offers fixed, subscription and hourly fee arrangements bundled with tax and bookkeeping services, corporate tax filings, and coordination with CPAs. The firm—which manages roughly $7.9 million for about 70 client relationships with a two‑advisor team—also uses client testimonials in its advertising and leverages a third‑party digital estate‑planning platform, both practices that are statistically uncommon among similar supported firms.
Client services
Expertise
Occupation focus
Demographic focus
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
Main office location
Hoskin Capital
Lakewood CO, United States
Number of offices
3
Most active in
Arizona · California · Colorado · Connecticut · Florida · Michigan · Texas
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.
Forms ADV
Quick links
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