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Kylee Francis Holderied

Hobbs Group Advisors LLC

Columbia, SC

CRD 8028855

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Employer firm

Hobbs Group Advisors LLC CRD 157274

$584M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Hobbs Group Advisors Llc

1727 Laurel Street, Columbia, SC 29201 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-31
  • SC RA
    APPROVED
    Since 2025-01-31

Branch Locations

1727 Laurel Street, Columbia, SC 29201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hobbs Group Advisors Llc Columbia SC 07/2024 12/2024
Hobbs Group Advisors Llc Columbia SC 01/2025 Present
Hobbs Group Advisors Llc Columbia SC 06/2021 05/2024
Onthemarc Catering Norwalk CT 06/2021 12/2023
Student Columbia SC 08/2020 05/2024
Student Fairfield CT 08/2014 07/2020
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-31
  • S65 Uniform Investment Adviser Law Examination
    2025-01-31

View on SEC IAPD

Nearby Firms

INDEPENDENT ADVISOR ALLIANCE, LLC
APOLLON WEALTH MANAGEMENT, LLC
ABACUS PLANNING GROUP, INC.

Nearby Investors

STEPHANIE YAUN VOKRAL
Kevin Raphael Kelly
BRADLEY K HUMPHRIES

Nearby Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
ABACUS PLANNING GROUP, INC. · COLUMBIA, SC

More in Columbia, SC

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