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HUB INVESTMENT PARTNERS, LLC
CRD 307956File 801-118346
APPROVED
Retail clients
Custody
Filing as of Sep 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$11.88B
Top 10% of cohort (national)
Discretionary AUM
$9.86B
Non-discretionary $2.01B
Clients
6,125
15,595 accounts
Employees
172
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 1, 2020
- Principal office
- 900 S. CAPITAL OF TX HIGHWAY, SUITE 350, AUSTIN, TX, 78746
- Phone
- 512-600-5390
- Website
- https://veripax.net/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.88B
- Discretionary AUM
- $9.86B
- Non-discretionary AUM
- $2.01B
- Discretionary accounts
- 14,990
- Non-discretionary accounts
- 605
- Total accounts
- 15,595
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 55 | $126.6M |
| Investment companies | 1 | $628K |
| Charitable organizations | 11 | $111.3M |
| High net worth individuals | 1,002 | $5.43B |
| Banking or thrift institutions | Fewer than 5 | $33.4M |
| Pension and profit sharing plans | 127 | $1.21B |
| State or municipal government entities | 482 | $3.19B |
| Individuals (other than high net worth individuals) | 4,444 | $1.76B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 6,127 | 6,125 | decreased by2 |
| Apr 1, 2026 | Employees | 144 | 172 | increased by28 |
| Apr 1, 2026 | Clients | 4,317 | 6,127 | increased by1,810 |
| Apr 1, 2026 | AUM | $8,979,977,344 | $11,878,526,853 | increased by$2,898,549,509 |
| Apr 1, 2026 | Accounts | 8,633 | 15,595 | increased by6,962 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 38 | 144 | increased by106 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,319 | 4,317 | increased by2,998 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,250,112,450 | $8,979,977,344 | increased by$4,729,864,894 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,482 | 8,633 | increased by6,151 |
| Apr 1, 2022 | Employees | 118 | 38 | decreased by80 |
| Apr 1, 2022 | Clients | 1,191 | 1,319 | increased by128 |
| Apr 1, 2022 | AUM | $4,601,946,387 | $4,250,112,450 | decreased by$351,833,937 |
| Apr 1, 2022 | Accounts | 2,208 | 2,482 | increased by274 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HUB INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HUB INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.