HUB Investment Partners, LLC logo

HUB Investment Partners, LLC

Updated today

Total assets under management

$8,979,977,344

Total clients

4,243

18% high-net worth

Total advisors

80

of 144 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

53

Average account size

$2,116,422

About

HUB Investment Partners provides investment management and retirement and financial planning to a broad mix of clients, including individual and high‑net‑worth investors, corporate pension and profit‑sharing plans, defined contribution plans, institutions, trusts, public school districts and municipal entities. The firm offers portfolio management through firm‑managed model strategies and customized accounts, retirement plan advisory, a municipal asset/cash management program, and access to robo‑advisory platforms and third‑party asset managers.

The firm’s investment process blends internally managed model portfolios with customized allocations, employing technical and cyclical analysis and regular portfolio reviews to align investments with client objectives and risk tolerances. HUB’s advisor representatives may implement strategies using TAMPs, sub‑advisor relationships and third‑party platforms for held‑away accounts, and the firm serves as a fiduciary when advising retirement plan and IRA accounts.

HUB Investment Partners is owned by RPW Holdings, a HUB International company, and its ADV discloses affiliated capabilities—such as pension consulting (TCG Consulting), third‑party administration (TCG Administrators) and other HUB‑affiliated solutions—which creates an integrated advisory and consulting offering that is less common among large enterprise advisers. The brochure also notes continuity with its predecessor firm (formerly TCG Advisory Services) and indicates the firm serves certain banking or thrift institutions and acts as a sub‑advisor to affiliated RIAs, features that distinguish it from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Advisory consulting

Fee options

Fixed

Retirement/financial planning may be charged a flat fee; fees vary and are negotiable. MAPP reporting only component charges $1,000 flat fee per quarter.

Percentage

$0.00 - $99,999.99: 1.50% $100,000 - $999,999.99: 1.25% $1,000,000 - $2,999,999.99: 1.00% $3,000,000 - $6,999,999.99: 0.75% $7,000,000 - $9,999,999.99: 0.50% $10,000,000+: Negotiated

Project-based

Retirement/financial planning may be charged hourly; fees vary and are negotiable.

Performance-based

MAPP program charges 10% performance fee on amount over benchmark (US Government 1-Year Treasury rate).

Other

Fee-only: Retirement/financial planning fees may be hourly, flat fee, and/or percentage of AUM; fees vary and are negotiable.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

HUB Investment Partners, LLC

900 S. Capital Of Tx Highway, Suite 350

Austin TX 78746, United States

Number of offices

29

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