CRD: 298545
Spencer Hawkins Investment Adviser, LLC
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- Custodian
- Interactive Brokers · Morgan Stanley · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-07-2018
- Office Locations
- 1
Office Locations
About Spencer Hawkins Investment Adviser, LLC
Spencer Hawkins Investment Adviser, LLC is a Columbus, Ohio, owner-operated RIA led by Certified Financial Planner Spencer Odom Hawkins (CCO). The firm provides financial planning and portfolio management, emphasizing asset allocation and risk management using ETFs and mutual funds. Serves retail clients including business owners; reported custody relationships include Interactive Brokers.
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Owner & Executives
SPENCER ODOM HAWKINS
Certified Financial Planner, Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #4281861
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,159,250 | -- |
| Total | $3,159,250 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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