H
$269.6M Total AUM
$269.6M Disc. AUM
13.7% 3Y CAGR
2 Employees
571 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Oak
- Established Date
- 05-24-2019
- Office Locations
- 2
Office Locations
2484 N Stokesberry Place Suite 100 Meridian ID
-- ST Anthony ID
About Hawke Financial Group
Hawke Financial Group is an Idaho-based RIA providing financial planning with tax and estate planning, retirement plan and insurance coordination, and portfolio construction. The firm serves entrepreneurs and other individuals, building portfolios across ETFs and mutual funds with exposure to alternatives and fixed income, custodied at Charles Schwab.
Team overview
47 AVG AGE
$134.8M AVG AUM / ADVISOR
$472.1K AVG AUM / CLIENT
0.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Frontier legacy Radial Prime timber Ember timber Foundation
Client Personas
Beacon
Custodian
Prime summit
Investment Themes
Signal Insight horizon Summit
Investment Vehicles
Fusion Momentum insight
Services
Value meridian Eagle Vital beacon Timber momentum Foundation ember Legacy
Technology
Summit vertex
Owner & Executives
JASON STEVEN HAWKE
Chief Compliance Officer, President
- CRD
- #4177415
- Ownership
- 75% or more
(373) 452-1191
timber.eagle@oakcapital.com
in linkedin.com/in/crest-delta
Showing 1 of 1 owners & executives
Unlock allContacts
G
GREG O. BITTER
--
- CRD
- #4216010
(230) 683-2118
zenith.signal@embercapital.com
in linkedin.com/in/fusion-oak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $269,566,677 | $139,095 |
| Non-Discretionary | $0 | -- |
| Total | $269,566,677 | $139,095 |
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Separately Managed Accounts
Total SMA Asset: $269,566,677
Equity - Exchange:
16.4% Cash:
6.1% Corporate - Non-Investment Grade:
19.7% Derivatives:
13.4% Public Funds:
16.4% Corporate - Investment Grade:
10.5% U.S. Government/Agency:
8.9% Other:
8.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,414,678,724 | 16.4% |
| Cash | $526,191,477 | 6.1% |
| Corporate - Non-Investment Grade | $1,699,339,687 | 19.7% |
| Derivatives | $1,155,896,031 | 13.4% |
| Public Funds | $1,414,678,724 | 16.4% |
| Corporate - Investment Grade | $905,739,427 | 10.5% |
| U.S. Government/Agency | $767,721,991 | 8.9% |
| Other | $741,843,722 | 8.6% |
| Total | $8,626,089,783 | 100.0% |