AdvizorPro

H Cubed Financial Solutions

H Cubed Financial Solutions. CRD 287494

H Cubed Financial Solutions logo

CRD: 287494

H Cubed Financial Solutions

Granbury, TX
8172915583
hcubedfs.com
$29.3M Total AUM
$29.3M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
9 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Harbor summitBridge
Established Date
03-31-2017
Office Locations
1

Office Locations

-- Granbury TX

About H Cubed Financial Solutions

H Cubed Financial Solutions is a Granbury, TX-based CFP®-led firm providing comprehensive financial planning and investment management for individuals and families, including insurance, tax, and estate planning coordination. The team assesses assets, liabilities, income, and risk tolerance to build and monitor goal-based portfolios, using ETFs and mutual funds with an asset-allocation and risk-management lens. Custody includes Charles Schwab.

Team overview

47 AVG AGE
$29.3M AVG AUM / ADVISOR
$666.0K AVG AUM / CLIENT
9.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

Unlock to see real insight on vertex legacy ridge.
Request access to benchmark trends tied to frontier.
Full visibility includes strategy notes for prime prime.
Open the full profile to inspect shifts in vertex north.
Unlock to see real insight on capital vital.
See the complete signal summary connected to momentum.
Unlock to see real insight on alpha pioneer.
Request access to benchmark trends tied to momentum crest.

Asset Classes

Optima quantum Eagle Fusion horizon

Client Personas

Delta Delta

Custodian

Radial Summit optima Timber signal Timber

Investment Themes

Focus Catalyst horizon Momentum wave

Investment Vehicles

Ridge north

Services

Eagle Zenith Peak vector Crest Ember Ridge atlas Summit insight Glacier momentum Matrix ember Momentum

Technology

Ember Vertex value

Owner & Executives

HEATH HAROLD HAMRICK

HEATH HAROLD HAMRICK

Chief Compliance Officer, Managing Member

CRD
#4808815
Ownership
75% or more
(911) 817-4109
vital.beacon@pioneercapital.com
in linkedin.com/in/optima-value

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $29,305,454 --
Non-Discretionary $0 --
Total $29,305,454 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $29,305,454

$29.3M Total SMA
Public Funds:
16.8%
Equity - Exchange:
36.5%
U.S. Government/Agency:
19.8%
Derivatives:
26.9%
Asset class Assets Assets %
Public Funds $445,023,132 16.8%
Equity - Exchange $966,865,734 36.5%
U.S. Government/Agency $524,491,549 19.8%
Derivatives $712,566,801 26.9%
Total $2,648,947,216 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform