AdvizorPro
Hawkins Capital Advisors

Hawkins Capital Advisors. CRD 164534

Hawkins Capital Advisors logo

CRD: 164534

Hawkins Capital Advisors

$4.4M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
14 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Interactive Brokers · Trade-PMR · Wells Fargo
Clients
Retail
Platforms
Available
Established Date
06-22-2012
Office Locations
1

Office Locations

-- LOS Angeles CA

About Hawkins Capital Advisors

Hawkins Capital Advisors is an independent, employee-owned RIA providing fee-only investment management and financial planning, including IRA/401(k) rollovers, estate planning design, tax preparation, and employee benefits/401(k) consulting. The firm builds diversified, long-term portfolios tailored to client risk tolerance and acts as a fiduciary that declines commissions and referral fees. Client assets are custodied at TradePMR via First Clearing.

Team overview

-- AVG AGE
$4.4M AVG AUM / ADVISOR
$190.3K AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

CRAIG ALVIN HAWKINS

CRAIG ALVIN HAWKINS

PRINCIPAL, Specialist

CRD
#1870550
Ownership
75% or more
Available
Available
Available

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 $4,376,330 --
Non-Discretionary $0 --
Total $4,376,330 --

Want deeper insight
into 45,000+ RIAs?

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

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Total Available Available

Continue browsing

View all advisor firms in California

Start a free trial and
prospect smarter