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HOKIN INVESTMENT ADVISORS INC.

Advisory

NORTHBROOK, IL

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in IL

#1,063

of 1,719 advisers by AUM

Average account

$552K

across 150 accounts

AUM per adviser

$28M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$83M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$83M

Discretionary AUM$53M

Non-Discretionary AUM$30M

Discretionary %64.3%

Total Clients88

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

88 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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