Hawke Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Meridian, ID. Its latest Form ADV filing, dated April 3, 2026, reports $270M in regulatory assets under management, 2 employees, and 1,938 accounts.
Assets Under Management
$270M
Employees
2
Offices
--
Total Clients
571
Primary office
MERIDIAN, ID
2484 N STOKESBERRY PLACE, SUITE 100, MERIDIAN, ID, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.4% of total clients.
Top client categories% of clientsClients
1
Individuals
90.4%
516
2
HNWI
6.1%
35
3
Corporations
3.5%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$270Mas of April 3, 2026
Discretionary100.0%
$270M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$270M
Total Accounts1,938
10Y AUM Change+$270M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee286:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.