Hackett Robertson Tobe Group is an SEC registered investment adviser organized as a corporation with a primary office location in New Orleans, LA. Its latest Form ADV filing, dated May 16, 2025, reports $380M in regulatory assets under management, 4 employees, and 105 accounts.
Assets Under Management
$380M
Employees
4
Offices
--
Total Clients
105
Primary office
NEW ORLEANS, LA
2021 LAKESHORE DRIVE, SUITE 200, NEW ORLEANS, LA, United States
Top client segmentIndividuals represent 71.4% of total clients.
Top client categories% of clientsClients
1
Individuals
71.4%
75
2
HNWI
23.8%
25
3
Pension Plans
3.8%
4
4
Government
1.0%
1
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$380Mas of May 16, 2025
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$380M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$380M
Total Accounts105
10Y AUM Change+$380M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee26:1
10Y Employee Change+1 (+33.3%)
* 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.