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HAWKE FINANCIAL GROUP
Legal name: HAWKE FINANCIAL GROUP, LLC
CRD 301733File 801-116678
APPROVED
Retail clients
Disclosure events
Filing as of Apr 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$269.6M
Below cohort median (national)
Discretionary AUM
$269.6M
Clients
571
1,938 accounts
Employees
2
Below cohort median in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 24, 2019
- Principal office
- 2484 N STOKESBERRY PLACE, SUITE 100, MERIDIAN, ID, 83646-6083
- Phone
- (208) 855-9400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $269.6M
- Discretionary AUM
- $269.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,938
- Non-discretionary accounts
- 0
- Total accounts
- 1,938
- AUM per client
- $472K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $32.0M |
| High net worth individuals | 35 | $59.0M |
| Individuals (other than high net worth individuals) | 516 | $178.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.