H
CRD: 139951
Hather, Robert K
SAN Luis Obispo, CA
8054591841
$10.1M Total AUM
$10.1M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-04-2006
- Office Locations
- 1
Office Locations
-- SAN Luis Obispo CA
About Hather, Robert K
Hather, Robert K is a SAN Luis Obispo-based RIA. The firm has been operating for 20 years. Managing $10.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$10.1M AVG AUM / ADVISOR
$721.6K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
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Asset Classes
Optima Legacy fusion
Client Personas
Meridian zenith
Investment Themes
Delta
Investment Vehicles
Ridge
Services
Alpha frontier Zenith Eagle wave
Owner & Executives
R
ROBERT KEVIN HATHER
President
- CRD
- #862855
- Ownership
- 75% or more
(214) 531-2055
timber.wave@fusioncapital.com
in linkedin.com/in/peak-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,102,333 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,102,333 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,102,333
Equity - Exchange:
21.3% U.S. Government/Agency:
78.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,361,503,846 | 21.3% |
| U.S. Government/Agency | $5,030,532,992 | 78.7% |
| Total | $6,392,036,838 | 100.0% |