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Hub Investment Partners, LLC CRD 307956
$11.9B regulatory AUM 63 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-27 |
| TX | RA | APPROVED | 2026-04-22 |
Branch Locations
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 10/2008 | 11/2024 |
| Charles Schwab Bank, Ssb | Austin | TX | 07/2013 | 11/2024 |
| Sowell Management | Austin | TX | 11/2024 | 04/2026 |
| Weaver Capital Advisors | Austin | TX | 11/2024 | 04/2026 |
| Weaver And Tidwell, L.L.P. | Austin | TX | 11/2024 | 04/2026 |
| Hub Investment Partners, Llc | Austin | TX | 04/2026 | Present |
1) Junior Achievement of Central Texas; No; Houston, TX; Board Member, participate in general votes and actively volunteer in the classroom; 1/2025; 1 hr/mo; 0 hrs/mo during trading. 2) Deerpark Middle School PTA; No; Austin, TX; Treasurer; 5/2026; 3 hrs/mo, 0 hrs/mo during trading; responsible for maintaining the ledger, and authorized user to make bank transactions for the PTA, would be authorized check signer. 3) Texas Insurance License; Yes; Licensed Insurance Producer with lines of authority to sell life, accident, health, & HMO policies; 03/2014; 2hrs/mo; 2 hrs/mo during trading; the sale of insurance products and policies for a commission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-15 |
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