Hobbs Group Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Hobbs Group Advisors reports 479 clients. They include 222 individual clients, 140 high-net-worth individuals, and 91 pension and profit-sharing plans. Of its assets, 80.7% ($471M across 1,271 accounts) are managed with discretion; $113M across 58 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 10% |
| High-net-worth individuals | 29% | 49% |
| Pension and profit-sharing plans | 19% | 25% |
| Charitable organizations | Fewer than 5 | 1% |
| State or municipal government entities | Fewer than 5 | 3% |
| Other client typesCorporations and other businesses | 5% | 12% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 222 | $61.1M | 10.5% | $275K |
| High-net-worth individuals | 140 | $285M | 48.8% | $2.04M |
| Pension and profit-sharing plans | 91 | $146M | 25.0% | $1.6M |
| Charitable organizations | Fewer than 5 | $6.1M | 1.0% | — |
| State or municipal government entities | Fewer than 5 | $17.8M | 3.0% | — |
| Corporations and other businesses | 26 | $68M | 11.6% | $2.62M |
| Total | 479 | $584M | 100% | — |
- Clients
- 222
- Regulatory AUM
- $61.1M
- AUM share
- 10.5%
- Avg. per client
- $275K
- Clients
- 140
- Regulatory AUM
- $285M
- AUM share
- 48.8%
- Avg. per client
- $2.04M
- Clients
- 91
- Regulatory AUM
- $146M
- AUM share
- 25.0%
- Avg. per client
- $1.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.1M
- AUM share
- 1.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $17.8M
- AUM share
- 3.0%
- Avg. per client
- —
- Clients
- 26
- Regulatory AUM
- $68M
- AUM share
- 11.6%
- Avg. per client
- $2.62M
Total
- Clients
- 479
- Regulatory AUM
- $584M
- AUM share
- 100%
- Avg. per client
- —
- 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
Hobbs Group Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting services
- Consulting is billed hourly at $175 to $300, or as a fixed fee of $750 to $10,000, with a retainer in some cases.
- Financial planning
- Financial planning is billed hourly at $300 or as a fixed fee of $1,000 to $10,000, billed in arrears with a $1,000 minimum per engagement.
Mark Hobbs owns 75% or more of Hobbs Group Advisors. The leadership team of Hobbs Group Advisors includes President Mark Hobbs and Chief Investment Officer Peter Pigeon. It has 8 employees, 7 of them in advisory roles.
Leadership
- Mark HobbsPresident
- Peter PigeonChief Investment Officer / Chief Compliance Officer
- David StrangeOwner
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Mark Thomas Hobbs
- Kylee Francis Holderied
- Thomas Winfield Manly
- Marc Lowell Murray
- Francesca Louise Passen
- Peter A Pigeon
- David Garet Strange
Staff
- 8 employees
- 7 in advisory functions
- 7 state-registered reps
- 4 insurance agents
- 1 soliciting firm
- Owns 75% or more of Hobbs Group Advisors LLC
Mark Hobbs
Control person · since November 2006
- Owns 25% to 50% of Hobbs Group Advisors LLC
Peter Pigeon
Control person · since November 2006
- Owns 5% to 10% of Hobbs Group Advisors LLC
David Strange
since January 2024
Hobbs Group Advisors’ regulatory assets grew 2.6× from $222M (June 2021) to $584M (March 2026); clients rose from 317 to 479 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $584M | 479 | 8 | 3 |
| May 2025May 2025 | $479M | 450 | 9 | 3 |
| Mar 2024March 2024 | $390M | 391 | 8 | 3 |
| Jun 2023June 2023 | $291M | 341 | 8 | 3 |
| Mar 2022March 2022 | $258M | 332 | 7 | 1 |
| Jun 2021June 2021 | $222M | 317 | 6 | 1 |
Besides its headquarters, Hobbs Group Advisors has 2 offices, with 3 listed addresses in 1 state.
South Carolina · 3 listed addresses
- 1727 Laurel Street, ColumbiaHQ
- 125 West Stone Avenue, Greenville
- 5 Broad St, Sumter
Contact and registration details
- Legal name
- Hobbs Group Advisors LLC
- Headquarters
- 1727 Laurel Street, Columbia, SC 29201
- Website
- hobbsgroupadvisors.com
- Phone
- 803-540-3034
- @hobbs-group-advisors-llc
- SEC file
- 801-113063
- Structure
- South Carolina LLC
- Fiscal year end
- December
Hobbs Group Advisors’ named custodian for separately managed accounts is Fidelity ($454M). Hobbs Group Advisors has custody of $113M for 150 clients.
- FidelityFidelity Investments · Boston, MA · $454M100%
At year end, Hobbs Group Advisors’ separately managed accounts were mostly in funds (77%) and stocks (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $380M across 164 positions; the largest are EA Series Trust (10.5%), SPDR Index Shs Fds (7.5%) and EA Series Trust (7.5%).
What the accounts hold
- Stocks10%
- Funds77%
- Bonds5%
- Cash7%
- Other1%
- Fee based annuities1%
Reported 13F holdings
- $380M
- Reported 13F value
- 164
- Positions
- 52.4%
- In the 10 largest
- +13.7%
- Value vs. prior quarter
- EA Series Trust · Asto US Grow ETF10.5%
- SPDR Index Shs Fds · ST Str PO EX ETF7.5%
- EA Series Trust · Ast Equ Kin ETF7.5%
- EA Series Trust · EA Astoria Dynmc5.5%
- Investment Managers Ser TR I · Astoria Real4.6%
- SPDR Series Trust · ST Str P500etf4.3%
- Doubleline ETF Trust · Mortgage ETF4.1%
- iShares Inc. · Core MSCI Emkt4.1%
- SPDR Series Trust · ST Inter ETF2.3%
- Pimco ETF TR · Multisector BD1.9%
Together, the ten largest are 52.4% of reported value.
How many clients does Hobbs Group Advisors have?
Hobbs Group Advisors has 479 clients and manages $584 million for them, as of March 2026. They include 222 individual clients, 140 high-net-worth individuals, and 91 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Hobbs Group Advisors offer?
Hobbs Group Advisors 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
Which custodians does Hobbs Group Advisors use?
Hobbs Group Advisors’ separately managed account assets are held at Fidelity Investments (Boston, MA), with $454M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Hobbs Group Advisors have?
Hobbs Group Advisors has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 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 Hobbs Group Advisors invest in?
At the end of its last fiscal year, Hobbs Group Advisors’ separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 7% cash and equivalents, 5% U.S. government and agency bonds and 1% other. The 1% other category is described as: Fee Based Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hobbs Group Advisors?
Hobbs Group Advisors’ direct owners are Peter Pigeon (25% to 50%), Mark Hobbs (75% or more) and David Strange (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Hobbs Group Advisors get paid?
Hobbs Group Advisors 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 Hobbs Group Advisors?
Hobbs Group Advisors’ main office is at 1727 Laurel Street, Columbia, SC 29201. Its phone number is 803-540-3034. Its website is hobbsgroupadvisors.com.