{"url":"https://nivawealth.com/firms/hub-investment-partners-307956","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/307956","regulatoryAum":11878526853,"crd":"307956","secFileNumber":"801-118346","legalName":"Hub Investment Partners, LLC","displayName":"Hub Investment Partners","website":"https://hubrpw.com/offices/bethesda-md/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"900 S. 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(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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hub Investment Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hub Investment Partners invest in?","answer":"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. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}