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HOBBS GROUP ADVISORS LLC

COLUMBIA, SC · CRD 157274 · IAPD ↗ · hobbsgroupadvisors.com · 803-540-3034

$584.4MRegulatory AUM
7Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — HOBBS GROUP ADVISORS LLC crossed $500M in regulatory AUM ($479.1M -> $584.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
June 2025 — HOBBS GROUP ADVISORS LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — HOBBS GROUP ADVISORS LLC reported RAUM up 34% ($291.0M -> $390.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — HOBBS GROUP ADVISORS LLC now reports custody of client assets ($390.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.