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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2022
- Office Locations
- 1
Office Locations
About Hoskins Financial, LLC
Hoskins Financial, LLC is a Nashville-based RIA affiliated with Hoskins & Company, a long-running CPA firm. It provides comprehensive financial planning and investment management for individuals, families, and small businesses, delivering written plans with online access and ongoing maintenance. The firm emphasizes cost-effective, tax-efficient implementation, with portfolios largely using ETFs and public funds; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Deidre M Thomas
Director, Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
HARVEY E HOSKINS
Investment Advisor
- CRD
- --
- Ownership
- 10% but less than 25%
Vital pathway
Value insight north
- CRD
- #19708
- Ownership
- 5.6%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,130,512 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,130,512 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,130,512
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,552,373,895 | 30.1% |
| Public Funds | $2,213,187,996 | 26.1% |
| Cash | $3,714,085,602 | 43.8% |
| Total | $8,479,647,493 | 100.0% |