H
$13.0M Total AUM
$13.0M Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · JP Morgan · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-07-2020
- Office Locations
- 2
Office Locations
-- Broad Brook CT
-- Homestead FL
About Hoskin Capital
Hoskin Capital provides flat-fee financial planning for high earners, pairing budgeting and day-to-day tax work with ongoing investment management. The firm builds portfolios primarily using public funds and ETFs and can incorporate estate and insurance planning as needed. Custody includes Altruist.
Team overview
-- AVG AGE
$6.5M AVG AUM / ADVISOR
$216.3K AVG AUM / CLIENT
1.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Alpha Ember alpha Unison pioneer
Investment Themes
Oak quantum Eagle matrix Bridge
Investment Vehicles
Eagle pathway Eagle
Services
Bridge momentum Summit Element signal Catalyst signal Atlas Delta
Owner & Executives
Brian Benson
Chief Compliance Officer, Chief Executive Officer, PRINCIPAL
- CRD
- #7219209
- Ownership
- 75% or more
(612) 902-4279
wave.optima@vertexcapital.com
in linkedin.com/in/timber-glacier
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S
SEBASTIAN LAFONTAINE
--
- CRD
- #6089931
(848) 391-6930
atlas.beacon@unisoncapital.com
in linkedin.com/in/pioneer-vertex
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,979,900 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,979,900 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,979,900
Public Funds:
25.8% Cash:
45.2% Equity - Exchange:
29.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,441,173,287 | 25.8% |
| Cash | $2,524,846,224 | 45.2% |
| Equity - Exchange | $1,619,923,463 | 29.0% |
| Total | $5,585,942,974 | 100.0% |