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HUB INVESTMENT PARTNERS, LLC
CRD 307956File 801-118346
APPROVED
Retail clients
Custody
Filing as of Jun 30, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 6127 | 6125 |
| 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.