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HUB INVESTMENT ADVISORS, INC

OMAHA, NE · CRD 164600 · IAPD ↗ · 402-964-5400

$2.07BRegulatory AUM
7Advisory reps
9Employees
0Clients
51-100Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — HUB INVESTMENT ADVISORS, INC (OMAHA, NE) left the SEC roster (was $2.07B RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
67
April 2025 — HUB INVESTMENT ADVISORS, INC reported RAUM up 37% ($1.51B -> $2.07B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
October 2024 — HUB INVESTMENT ADVISORS, INC notice-filed in ND, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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