Hunter Thomas Lively

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 08/2018
  Advanced Micro Devices
  Austin, TX
• 08/2016 → 05/2021
  Texas A&M University
  College Station, TX
• 06/2017 → 08/2017
  Southwest Business Consultants
  Austin, TX
• 02/2020 → 04/2020
  Grant Thornton Llc
  Dallas, TX
• 10/2021 → 01/2024
  Grant Thornton Llc
  Dallas, TX
• 01/2024 → Present
  Southwest Business Consultants
  Austin, TX
• 05/2021 → 10/2021
  Unemployed
  Austin, TX
• 08/2025 → Present
  Osaic Wealth Inc
  Austin, TX

Other Businesses

1. SOUTHWEST BUSINESS CONSULTANTS POSITION: Vice President NATURE: CPA. Preparing Tax Returns and providing financial consulting services INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 01/22/2024 ADDRESS: 6101 W Courtyard Dr, Bldg 3-125, Austin TX 78730, United States DESCRIPTION: I prepare tax returns and provide tax and financial consulting. Although my hours are a full 40 hour work week currently, once I finish my series 66, those hours will reduce and more time will be spent on Osaic's security business.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-05