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- Custodian
- Betterment · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Capital
- Established Date
- 06-01-2011
- Office Locations
- 2
Office Locations
About Hobbs Group Advisors LLC
Hobbs Group Advisors is an SEC-registered RIA in Columbia, SC providing tax-centric financial planning and wealth management coordinated with The Hobbs Group, PA and clients’ CPAs/attorneys. The team specializes in complex planning for pre-retirees, business owners, and professionals, and also supports businesses, nonprofits, and endowments with institutional asset management including cash management, investment policy statements, and board reporting, plus business retirement plan consulting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK THOMAS HOBBS
President
- CRD
- #4079959
- Ownership
- 75% or more
PETER A PIGEON
Chief Compliance Officer, Chief Investment Officer
- CRD
- #4550227
- Ownership
- 25% but less than 50%
Ridge focus
Vital horizon
- CRD
- #44550
- Ownership
- 34.4%
Showing 2 of 3 owners & executives
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KYLEE FRANCIS HOLDERIED
--
- CRD
- #8028855
THOMAS WINFIELD MANLY
--
- CRD
- #6369777
Bridge momentum
Vertex crest pathway
- CRD
- #98390
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $471,400,000 | $370,889 |
| Non-Discretionary | $113,000,000 | $1,948,276 |
| Total | $584,400,000 | $439,729 |
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Separately Managed Accounts
Total SMA Asset: $584,400,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,290,342,705 | 19.2% |
| Equity - Exchange | $1,552,443,567 | 23.1% |
| Cash | $1,794,382,825 | 26.7% |
| U.S. Government/Agency | $1,202,975,751 | 17.9% |
| Other | $880,390,076 | 13.1% |
| Total | $6,720,534,924 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA FUSION | OPTIMA MERIDIAN | X8CXGVE4A | QALTJ | 6.53% | $11,271,042 |
| GLACIER ELEMENT CATALYST | FOUNDATION LEGACY | PVDT03IK6 | ZGI | 11.29% | $72,818,482 |
| MOMENTUM MOMENTUM | MOMENTUM GLACIER | 8SNN8RXHG | PRN | 9.36% | $116,913,115 |
| CREST CREST HARBOR | ALPHA LEGACY | 50RK37AQN | DSCSX | 0.84% | $42,480,750 |
| RADIAL CATALYST | BEACON TIMBER | TZGARZ5WL | OXGK | 8.22% | $104,893,648 |
| FUSION BEACON | VITAL SUMMIT | UJYZYM0KS | XIKN | 3.95% | $34,209,260 |
| FOUNDATION PEAK PATHWAY | CAPITAL PATHWAY | 0T9F7YT6D | IYE | 9.35% | $86,096,670 |
| LEGACY MOMENTUM FOUNDATION | EMBER FRONTIER | 4HQPXYRHS | AZO | 4.49% | $118,442,728 |