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Hub Investment Partners

SEC-registered adviser since 2020Austin, TXCRD 307956

$11.9B
AUM
6,127
Clients
See fees
Fee
103
Advisory staff

From Form ADV filed 14 September 2026 · data retrieved 15 October 2026SEC record

Hub Investment Partners is an investment adviser headquartered in Austin, Texas, and registered with the SEC since 2020. Its clients include high-net-worth individuals, state or municipal government entities and other individuals. High-net-worth individuals account for 46% of its regulatory assets under management.

Its services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. RPW Holdings, LLC owns 75% or more of Hub Investment Partners.

Clients

Hub Investment Partners serves 6,127 clients, 1,002 of them high-net-worth individuals. The average client has about $1.9 million with the firm, and high-net-worth clients hold 46% of its $11.9 billion in assets.

Regulatory assets by client type
  • Individuals4,444 clients15%
  • High-net-worth individuals1,002 clients46%
  • Pension and profit-sharing plans127 clients10%
  • State or municipal government entities482 clients27%
  • OtherBanking or thrift institutions, Investment companies, Charitable organizations, Corporations and other businesses, Other2%
Show client breakdown
Individuals (other than HNW)
Clients
4,444
Regulatory AUM
$1,763,710,143
Share
14.8%
Avg. per client
$397K
High-net-worth individuals
Clients
1,002
Regulatory AUM
$5,429,896,842
Share
45.7%
Avg. per client
$5.42M
Banking or thrift institutions
Clients
3
Regulatory AUM
$33,431,804
Share
0.3%
Avg. per client
$11.1M
Investment companies
Clients
1
Regulatory AUM
$628,021
Share
0.0%
Avg. per client
$628K
Pension and profit-sharing plans
Clients
127
Regulatory AUM
$1,205,094,236
Share
10.1%
Avg. per client
$9.49M
Charitable organizations
Clients
11
Regulatory AUM
$111,297,037
Share
0.9%
Avg. per client
$10.1M
State or municipal government entities
Clients
482
Regulatory AUM
$3,194,213,209
Share
26.9%
Avg. per client
$6.63M
Corporations and other businesses
Clients
55
Regulatory AUM
$126,593,369
Share
1.1%
Avg. per client
$2.30M
Other
Clients
2
Regulatory AUM
$13,662,192
Share
0.1%
Avg. per client
$6.83M

Total

Clients
6,127
Regulatory AUM
$11,878,526,853
Share
100%
Avg. per client
$1.94M

What it does

Hub Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, educational seminars and other activities. It is paid through a percentage of assets, hourly charges and fixed fees.

Hub Investment Partners provided financial planning to 4,000 clients last fiscal year and advises no private funds.

83.0% of assets ($9.86B across 14,990 accounts) are managed with discretion; $2.01B across 605 accounts are not. 0% of clients are outside the U.S., and 63 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks30%
  • Funds47%
    • Registered funds45%
    • Pooled vehicles2%
  • Bonds20%
    • U.S. government and agency bonds10%
    • Investment grade corporate bonds6%
    • State and local bonds3%
    • High-yield corporate bonds1%
  • Cash1%
  • Other2%
    • Bonds and annuities.2%

Custodians

Hub Investment Partners’ client accounts are held mainly at Charles Schwab, with 57% of managed assets, and Fidelity, with 9%. Hub Investment Partners has custody of $1.49B for 758 clients.

Managed account assets by custodian
  • Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $6.75B57%
  • FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.05B9%
  • All other custodians$4.08B34%

Ownership and leadership

RPW Holdings, LLC owns 75% or more of Hub Investment Partners.

Who owns the firm
Hub Investment Partners, LLC· the adviser

  • RPW Holdings, LLC

    since January 2025

    Owns 75% or more of Hub Investment Partners, LLC

Leadership

  • Scott Hauptmann
    Executive Vice President, President
  • Mariane Lee
    Chief Compliance Officer
  • Dennis Bielik
    EVP/ Managing Director, Director of Private Wealth
  • Greg Koleno
    RPW COO
  • Melissa Rodriguez-Kirk
    COO

Staff

  • 172 employees
  • 103 in advisory functions
  • 103 state-registered reps
  • 21 insurance agents
  • 35 soliciting firms

Reported holdings

Hub Investment Partners’ reported 13F holdings total $5.57B across 1,385 positions, and the ten largest make up 33.1% of it.

$5.57B
Reported 13F value
1,385
Positions
33.1%
In the 10 largest
+33.1%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Nvidia Corporation10.2%
  2. Apple Inc.7.8%
  3. Aiai Holdings Corp. · Com CL A2.8%
  4. Vanguard Index Fds · Total Stk Mkt2.6%
  5. Microsoft Corp.2.0%
  6. American Centy ETF TR · US Large Cap Vlu2.0%
  7. Amazon Com Inc.1.9%
  8. Alphabet Inc. · Cap Stk CL A1.4%
  9. iShares TR · 0-3 Mth Treasury1.3%
  10. American Centy ETF TR · Intl EQT ETF1.2%

Together, the ten largest are 33.1% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 31 July 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $5.57B is not its $11.88B in regulatory assets and does not represent any individual client's portfolio.

Fees

Hub Investment Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees).

Hub Investment Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Hub Investment Partners has 28 offices (15 private residences, listed without an address), with 22 listed addresses across 14 states.

Listed office addresses by state

Texas · 3 listed addresses

  • 900 S. Capital of TX Highway, Suite 350, AustinHQ
  • 920 Memorial City Way, Sutie 450, Houston
  • 4450 E Interstate 20 Service Road South, Suite 204, Willow Park

Other business names

Hub Investment Partners has reported 6 other business names to the SEC.

  • Agape Investment Advisors, LLC
  • Bridgecreek Investment Management
  • Full Suite Wealth
  • Hub Advisor Connect
  • Taylor Advisors, Inc., A Hub International Company
  • Veripax Wealth Management

Registration details

Legal name
Hub Investment Partners, LLC
Headquarters
900 S. Capital of TX Highway, Suite 350, Austin, TX 78746
Phone
512-600-5390
Website
hubrpw.com/offices/bethesda-md
SEC file
801-118346
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Hub Investment Partners have?

Hub Investment Partners has 6,127 clients and manages $11.9 billion for them, as of September 2026. They include 4,444 other individuals, 1,002 high-net-worth individuals and 482 state or municipal government entities.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026

What services does Hub Investment Partners offer?

Hub Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, educational seminars and other activities.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Hub Investment Partners use?

Hub Investment Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $6,748,549,682 and Fidelity Brokerage Services LLC (Smithfield, RI), with $1,051,328,548. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026

How many financial advisors does Hub Investment Partners have?

Hub Investment Partners has 103 investment adviser representatives registered with state securities authorities, out of 172 employees, and 103 perform investment advisory functions. 0 are registered representatives of a broker-dealer and 21 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 Hub Investment Partners invest in?

At the end of its last fiscal year, Hub Investment Partners’ separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 10% U.S. government and agency bonds, 6% investment grade corporate bonds, 3% state and local bonds, 2% pooled vehicles (private funds and similar), 2% bonds and annuities., 1% high-yield corporate bonds and 1% cash and equivalents. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Hub Investment Partners?

Hub Investment Partners is owned through a chain of holding companies by Hockey Investments L.P. Its direct owner is RPW Holdings, LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026

How does Hub Investment Partners get paid?

Hub Investment Partners 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

Sources

  1. Form ADV Part 1A, amendment filed 14 September 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 307956.
  3. Form 13F-HR, filed 31 July 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Hub Investment Partners, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.