Firm profile

HUB INVESTMENT PARTNERS, LLC

AUSTIN, TXCRD 307956Latest ADV April 8, 2026

Hub Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated April 8, 2026, reports $11.9B in regulatory assets under management, 172 employees, 28 offices, and 15,595 accounts.

Assets Under Management
$11.9B
Employees
172
Offices
28 offices
Total Clients
6,127
Primary office
AUSTIN, TX
900 S. CAPITAL OF TX HIGHWAY, SUITE 350, AUSTIN, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOMariane A. Lee
COOGreg L. Koleno
COOMelissa Rodriguez-kirk

Advisory services offered

8 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

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 72.5% of total clients.
Top client categories% of clientsClients
1
Individuals
72.5%
4,444
2
HNWI
16.4%
1,002
3
Government
7.9%
482
4
Pension Plans
2.1%
127
5
Corporations
0.9%
55
Additional categories (<0.1%)
Banks<5 clients
NON-PROFIT ORGANIZATION<5 clients
Investment Cos.<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$11.9Bas of April 8, 2026
Discretionary83.0%
$9.9B
83% of total RAUM83.0%
Non-discretionary17.0%
$2.0B
17% of total RAUM17.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$11.9B
Total Accounts15,595
10Y AUM Change+$11.9B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees172
Clients per Employee36:1
10Y Employee Change+73 (+73.7%)

* 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.