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- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- BeaconElement
- Established Date
- 09-19-2006
- Office Locations
- 1
Office Locations
About Hokin Investment Advisors Inc.
Hokin Investment Advisors is a privately held RIA in Northbrook, IL providing wealth management, retirement planning, and 401(k) plan support for individuals and business owners. The team applies a disciplined, risk-aware portfolio construction approach focused on diversification and risk-adjusted returns, using both strategic and tactical asset allocation. Public profile data indicates ETF-based portfolios and custody that includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jonathan Samuel Hokin
Investment Advisor Representative, President
- CRD
- #6703190
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
GARY SANDERS HOKIN
Investment Advisor
- CRD
- #2657530
Caroline Louise Sarles
Investment Advisor Representative
- CRD
- #7870258
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,283,708 | -- |
| Non-Discretionary | $29,553,141 | -- |
| Total | $82,836,849 | -- |
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Separately Managed Accounts
Total SMA Asset: $82,836,849
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,616,103,766 | 100.0% |
| Total | $3,616,103,766 | 100.0% |