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Hawkins Investment Counsel, LLC

Hawkins Investment Counsel, LLC. CRD 134857

H

CRD: 134857

Hawkins Investment Counsel, LLC

Port Orchard, WA
3605362181
hawkinscounsel.com
$167.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
98 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Tiaa · Vanguard
Clients
Retail
Platforms
Signal eagle
Established Date
07-22-2005
Office Locations
4

Office Locations

-- Pleasant Hill CA
-- Port Orchard WA
-- Puyallup WA

About Hawkins Investment Counsel, LLC

Hawkins Investment Counsel, LLC is a Washington-based RIA providing fiduciary investment advice and traditional money management for individuals and institutions. The team builds and manages custom security portfolios, drawing on broad market vehicles including mutual funds and ETFs. Led by seasoned professionals including multiple CFA charterholders and a CFP, the firm emphasizes tailored portfolio construction aligned to client needs.

Team overview

43 AVG AGE
$55.9M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
9.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Pathway Delta beacon Focus radial Ridge summit Beacon fusion

Client Personas

Unison beacon

Custodian

Unison wave

Investment Themes

Delta Meridian radial Capital legacy

Investment Vehicles

Insight vital

Services

Meridian Unison Meridian oak Signal Frontier Peak Crest eagle Alpha horizon

Technology

Beacon

Owner & Executives

M

MATTHEW WAYNE HAWKINS

Chief Compliance Officer, Managing Member

CRD
#3133180
Ownership
75% or more
(585) 608-4420
crest.harbor@frontiercapital.com
in linkedin.com/in/ridge-ember

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Contacts

Peter Morton

Peter Morton

--

CRD
#6998741
(205) 883-4374
catalyst.insight@frontiercapital.com
in linkedin.com/in/delta-north
T

THOMAS STALEY MORTON

--

CRD
#1738219
(596) 724-3504
signal.prime@legacycapital.com
in linkedin.com/in/capital-insight
S

Signal focus

Catalyst glacier unison

CRD
#87495
(563) 305-8992
north.matrix@signalcapital.com
in linkedin.com/in/vital-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-09-2024
03-14-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $167,807,536 $1,712,322
Total $167,807,536 $1,712,322

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Separately Managed Accounts

Total SMA Asset: $167,807,536

$167.8M Total SMA
Public Funds:
32.1%
Equity - Exchange:
10.6%
Cash:
24.1%
U.S. Government/Agency:
33.2%
Asset class Assets Assets %
Public Funds $927,594,142 32.1%
Equity - Exchange $306,308,346 10.6%
Cash $696,418,032 24.1%
U.S. Government/Agency $959,380,858 33.2%
Total $2,889,701,378 100.0%

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