RIA Intel›Advisers›Texas›HUB INVESTMENT PARTNERS, LLC

HUB INVESTMENT PARTNERS, LLC

Advisory

N·AUSTIN, TX

Data as of Feb 19, 2026 · Source: SEC Form ADV

Total AUM

$9.0B

1-Year AUM Growth

+22.7%

3-Year CAGR

+28.3%

Employees

80

Assets Under Management

Total AUM$9.0B

Discretionary AUM$6.2B

Non-Discretionary AUM$2.8B

Discretionary %68.5%

Total Clients4,317

Team

Total Employees80

Investment Advisers144

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record31

First FilingMar 2, 2020

Latest FilingFeb 19, 2026

🔒 Full AUM trend chart and 31 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HUB INVESTMENT PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.