Hawke Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Hawke Financial Group reports 571 clients. They include 516 individual clients, 35 high-net-worth individuals, and 20 corporations and other businesses. Of its assets, 100.0% ($270M across 1,938 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 90% | 66% |
| High-net-worth individuals | 6% | 22% |
| Corporations and other businesses | 4% | 12% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 516 | $179M | 66.3% | $346K |
| High-net-worth individuals | 35 | $59M | 21.9% | $1.69M |
| Corporations and other businesses | 20 | $32M | 11.9% | $1.6M |
| Total | 571 | $270M | 100% | $472K |
- Clients
- 516
- Regulatory AUM
- $179M
- AUM share
- 66.3%
- Avg. per client
- $346K
- Clients
- 35
- Regulatory AUM
- $59M
- AUM share
- 21.9%
- Avg. per client
- $1.69M
- Clients
- 20
- Regulatory AUM
- $32M
- AUM share
- 11.9%
- Avg. per client
- $1.6M
Total
- Clients
- 571
- Regulatory AUM
- $270M
- AUM share
- 100%
- Avg. per client
- $472K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Hawke Financial Group charges up to 1.50% a year for its Investment Advisory Services. The fee is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Services (Stand-Alone)
- Stand-alone financial planning and consulting fees are negotiable, charged hourly at up to $300.
- Pension Consulting Services
- Pension consulting fees are negotiable and generally up to 200 basis points of plan assets, or a fixed fee up to $50,000.
Jason Hawke owns 75% or more of Hawke Financial Group. The leadership team of Hawke Financial Group includes President Jason Hawke. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- Owns 75% or more of Hawke Financial Group, LLC
Jason Hawke
Control person · since February 2002
Hawke Financial Group’s regulatory assets grew 1.8× from $150M (June 2021) to $270M (April 2026); clients rose from 491 to 571 and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $270M | 571 | 2 | 1 |
| Apr 2025April 2025 | $254M | 789 | 2 | 1 |
| Mar 2024March 2024 | $198M | 785 | 3 | 1 |
| Mar 2023March 2023 | $184M | 596 | 3 | 1 |
| Apr 2022April 2022 | $158M | 660 | 3 | 1 |
| Jun 2021June 2021 | $150M | 491 | 3 | 1 |
Besides its headquarters, Hawke Financial Group has 0 offices, with 1 listed address in 1 state.
Idaho · 1 listed address
- 2484 N Stokesberry Place, Suite 100, MeridianHQ
Contact and registration details
- Legal name
- Hawke Financial Group, LLC
- Headquarters
- 2484 N Stokesberry Place, Suite 100, Meridian, ID 83646-6083
- Website
- Not reported
- Phone
- 208-855-9400
- SEC file
- 801-116678
- Structure
- Idaho LLC
- Fiscal year end
- December
Hawke Financial Group’s named custodian for separately managed accounts is Charles Schwab ($186M). Hawke Financial Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · New York, NY · $186M100%
At year end, Hawke Financial Group’s separately managed accounts were largely in stocks (47%) and bonds (22%).
What the accounts hold
- Stocks47%
- Funds8%
- Bonds22%
- High-yield corporate bonds10%
- U.S. government and agency bonds5%
- Investment grade corporate bonds5%
- Sovereign bonds2%
- Cash10%
- Other13%
- Derivatives10%
- Reit, commodities3%
How many clients does Hawke Financial Group have?
Hawke Financial Group has 571 clients and manages $270 million for them, as of April 2026. They include 516 individual clients, 35 high-net-worth individuals, and 20 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 April 2026
What services does Hawke Financial Group offer?
Hawke Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hawke Financial Group charge?
Hawke Financial Group charges up to 1.50% a year for its Investment Advisory Services. The fee is negotiable.
Which custodians does Hawke Financial Group use?
Hawke Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (New York, NY), with $186M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 April 2026
How many financial advisors does Hawke Financial Group have?
Hawke Financial Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hawke Financial Group invest in?
At the end of its last fiscal year, Hawke Financial Group’s separately managed accounts held 47% exchange-traded equities, 10% high-yield corporate bonds, 10% derivatives, 10% cash and equivalents, 8% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds, 5% investment grade corporate bonds, 3% other and 2% sovereign bonds. The 3% other category is described as: Reit, Commodities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hawke Financial Group?
Hawke Financial Group’s direct owner is Jason Hawke (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 April 2026
How does Hawke Financial Group get paid?
Hawke Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hawke Financial Group?
Hawke Financial Group’s main office is at 2484 N Stokesberry Place, Suite 100, Meridian, ID 83646-6083. Its phone number is 208-855-9400.