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HUB INVESTMENT PARTNERS, LLC

AUSTIN, TX · CRD 307956 · IAPD ↗ · hubinvestmentpartners.com · 512-600-5390

$11.88BRegulatory AUM
103Advisory reps
172Employees
63Clients
More than 500Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — HUB INVESTMENT PARTNERS, LLC reported RAUM up 32% ($8.98B -> $11.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — HUB INVESTMENT PARTNERS, LLC grew from 80 to 103 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
March 2026 — HUB INVESTMENT PARTNERS, LLC notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — HUB INVESTMENT PARTNERS, LLC grew from 50 to 80 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2025 — HUB INVESTMENT PARTNERS, LLC added office(s): 23 -> 28 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
August 2024 — TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY is now doing business as HUB INVESTMENT PARTNERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
July 2024 — TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY notice-filed in AK, DE, ID, KY, ME, MT, ND, NH, NJ, RI, SC, UT, VI, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
July 2024 — TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY now reports custody of client assets ($3.18B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2024 — TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY added office(s): 25 -> 26 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY reported RAUM up 27% ($5.77B -> $7.32B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
82
April 2024 — TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY grew from 38 to 50 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2024 — TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY added office(s): 20 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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