$14.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
2 Employees
26 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Peak optimaSignal +more
- Established Date
- 09-24-2004
- Office Locations
- 1
Office Locations
555 Metro Place North Suite 100 Dublin OH
About Hawk100
HAWK100 is a Dublin, OH advisory firm focused on aligning clients’ wealth with their life goals—supporting family, business, and philanthropic priorities. The firm provides wealth and financial planning, including estate and insurance planning, and implements risk-managed asset-allocation portfolios using vehicles such as ETFs and mutual funds. Client assets are custodied with Charles Schwab.
Team overview
55 AVG AGE
$7.0M AVG AUM / ADVISOR
$537.5K AVG AUM / CLIENT
8.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
North
Custodian
Beacon bridge Atlas legacy Wave vertex Vital alpha Summit
Investment Themes
Capital Vertex
Investment Vehicles
Focus legacy Prime
Services
Foundation north Summit glacier Frontier pioneer Prime radial
Technology
Bridge Fusion element Unison optima
Owner & Executives
R
RICHARD ALAN CLEMENS
Chief Compliance Officer, President
- CRD
- #2697548
- Ownership
- 75% or more
(752) 844-8149
radial.vital@meridiancapital.com
in linkedin.com/in/optima-eagle
Showing 1 of 1 owners & executives
Unlock allContacts
R
Richard Andrew Clemens
--
- CRD
- #8207472
(673) 670-3920
oak.alpha@vectorcapital.com
in linkedin.com/in/wave-value
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,975,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,975,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,975,000
Public Funds:
13.6% Equity - Exchange:
6.8% Cash:
9.3% U.S. Government/Agency:
14.2% Equity - OTC:
10.1% Municipal Bonds:
11.0% Private Funds:
35.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $428,105,638 | 13.6% |
| Equity - Exchange | $214,052,819 | 6.8% |
| Cash | $292,748,708 | 9.3% |
| U.S. Government/Agency | $446,992,651 | 14.2% |
| Equity - OTC | $317,931,393 | 10.1% |
| Municipal Bonds | $346,261,913 | 11.0% |
| Private Funds | $1,101,742,451 | 35.0% |
| Total | $3,147,835,573 | 100.0% |