$7.7M Total AUM
$7.7M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge optima
- Established Date
- 03-27-2017
- Office Locations
- 1
Office Locations
-- Tampa FL
About Hivest Financial LLC
Hivest Financial is a registered investment advisor serving individuals, families, and business owners transitioning into high or ultra-high net worth. Positioned as a “personal CFO,” the firm quarterbacks the full financial process—providing investment management and coordinating with existing or referred specialists (tax, estate, insurance, property). It also supports board/advisory board setup and offers educational speaking.
Team overview
52 AVG AGE
$7.7M AVG AUM / ADVISOR
$857.0K AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Pioneer Focus Legacy fusion Meridian crest Delta Fusion atlas
Client Personas
Legacy
Custodian
Delta momentum Beacon Catalyst Quantum wave
Investment Themes
Atlas
Investment Vehicles
Capital
Services
Alpha value Timber focus Peak fusion Radial vector Meridian focus Optima Pioneer peak
Technology
Legacy harbor
Owner & Executives
DIANNE RENEE HIVELY
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #2873318
- Ownership
- Less than 5%
(706) 377-5675
ridge.element@timbercapital.com
in linkedin.com/in/quantum-wave
Showing 1 of 1 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,712,600 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,712,600 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,712,600
Public Funds:
21.3% Equity - Exchange:
50.2% Cash:
28.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $849,281,008 | 21.3% |
| Equity - Exchange | $2,001,591,860 | 50.2% |
| Cash | $1,136,361,913 | 28.5% |
| Total | $3,987,234,781 | 100.0% |