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HUB Investment Partners, LLC

HUB Investment Partners, LLC. CRD 307956

HUB Investment Partners, LLC logo

CRD: 307956

HUB Investment Partners, LLC

Austin, TX, 78746
5126005390
hubrpw.com/investment-partners
$11.9B Total AUM
$9.9B Disc. AUM
33.2% 3Y CAGR
172 Employees
6,190 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Optima insightHarbor pathway
Established Date
04-01-2020
Office Locations
45

Office Locations

101 Parkshore Drive Folsom CA
11516 Miracle Hills Drive, Suite 100 Omaha NE
120 Eastshore DR Suite 305 Glen Allen VA

About HUB Investment Partners, LLC

HUB Retirement and Private Wealth (HUB Investment Partners) provides retirement plan advisory and private wealth management for individuals and families, employers, and organizations. Services include financial planning, investment management, retirement planning, executive compensation and concentrated stock guidance, plus tax and estate planning. The team offers nationwide coverage and draws on 25+ years serving retirement and wealth clients, with custody options including Schwab and Fidelity.

Team overview

43 AVG AGE
$115.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
1.9 yrs AVG TENURE
172 Employees
103 Advisory Reps
103 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Radial Foundation Vector value Wave optima Foundation

Client Personas

Foundation

CRM

Vital

Custodian

Summit Vertex Radial Signal

Investment Themes

Alpha Frontier vector Harbor frontier Pathway unison Legacy optima

Investment Vehicles

Oak Crest

Services

Radial Timber Signal Eagle Signal vector Focus Harbor Timber Focus ember Glacier prime

Technology

Vertex north Meridian focus

Owner & Executives

D

DENNIS WALTER BIELIK

Advisor, DIRECTOR OF PRIVATE WEALTH, EVP, MANAGING DIRECTOR

CRD
#5980756
Ownership
Less than 5%
(703) 473-1609
optima.meridian@insightcapital.com
in linkedin.com/in/unison-harbor
S

SCOTT CHRISTOPHER HAUPTMANN

EXECUTIVE VICE PRESIDENT, President

CRD
--
Ownership
Less than 5%
(801) 232-5423
delta.summit@legacycapital.com
in linkedin.com/in/frontier-oak
S

Summit north

Zenith insight

CRD
#27421
Ownership
21.2%
(677) 328-9761
capital.element@glaciercapital.com
in linkedin.com/in/element-focus

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Contacts

C

CRAIG CARLTON ADAMS

--

CRD
#5339011
(646) 765-6243
bridge.catalyst@matrixcapital.com
in linkedin.com/in/momentum-focus
G

Garrett Adams

Wealth Advisor

CRD
#6477028
(985) 953-3045
pioneer.beacon@bridgecapital.com
in linkedin.com/in/vertex-matrix
R

Ridge fusion

Vector vector

CRD
#28979
(271) 247-2057
value.bridge@eaglecapital.com
in linkedin.com/in/eagle-element

Showing 2 of 122 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-16-2022
11-10-2023
12-15-2024
11-10-2025
04-08-2026
Category Assets AVG. Account size
Discretionary $9,863,776,403 $658,024
Non-Discretionary $2,014,750,450 $3,330,166
Total $11,878,526,853 $761,688

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Separately Managed Accounts

Total SMA Asset: $11,877,898,832

$11.9B Total SMA
Public Funds:
16.9%
Equity - Exchange:
15.3%
U.S. Government/Agency:
11.7%
Corporate - Investment Grade:
15.4%
Municipal Bonds:
5.7%
Other:
9.6%
Private Funds:
16.0%
Other:
9.4%
Asset class Assets Assets %
Public Funds $1,046,865,401 16.9%
Equity - Exchange $947,753,884 15.3%
U.S. Government/Agency $724,752,970 11.7%
Corporate - Investment Grade $953,948,354 15.4%
Municipal Bonds $353,084,780 5.7%
Other $594,669,104 9.6%
Private Funds $991,115,173 16.0%
Other $582,280,165 9.4%
Total $6,194,469,831 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
TIMBER HARBOR SUMMIT PEAK BRIDGE RPX32QKF0 RPGUU 7.40% $17,048,468
PRIME PIONEER BRIDGE RIDGE HARBOR SQ1D68HYU DXMW 7.08% $106,479,814
OAK SUMMIT VALUE ALPHA EQ7FTAXA3 VKXQ 2.46% $15,907,192
BRIDGE WAVE OAK CAPITAL 6VYIJNGWS VWVFQ 8.19% $78,608,068
ALPHA FOUNDATION FOUNDATION VERTEX 8HG5HGB1P WUVZQ 5.16% $98,567,822
MERIDIAN FRONTIER DELTA MOMENTUM FOCUS VZ2SSXFOO LYO 3.45% $10,883,270
WAVE OPTIMA PRIME MATRIX SIGNAL M4IZ1300P IGE 11.31% $67,910,114
PATHWAY WAVE FRONTIER GLACIER V80SG31PF WFK 7.12% $107,961,725

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