Hub Investment Advisors, Inc

CRD 164600SEC# 801-76898Omaha, NE

No longer SEC-registered. Hub Investment Advisors, Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.

Reg. AUM

$2.07B

Employees

Accounts

529

Location

Omaha, NE

Hub Investment Advisors, Inc assets under management

Hub Investment Advisors, Inc is an SEC-registered investment adviser based in Omaha, NE. It reports $2.1 billion in regulatory assets under management and employs 9 people.

View on SEC.gov ↗

Hub Investment Advisors, Inc owners & executives

11 reported

Name	Title	Ownership	Since
Adam Sokolic Control	Vice President	Under 5%	2019
Jeffrey Donald Sharp Control	Chief Executive Officer And President	Under 5%	2022
Mariane Ashley Lee Control	Interim Chief Compliance Officer	Under 5%	2022
████████████	████████████	████████████	$•••

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Frequently asked questions

How much does Hub Investment Advisors, Inc manage?

Hub Investment Advisors, Inc reports $2.1 billion in regulatory assets under management on its Form ADV.

How many employees does Hub Investment Advisors, Inc have?

Hub Investment Advisors, Inc reports 9 employees.

Where is Hub Investment Advisors, Inc located?

Hub Investment Advisors, Inc is based in Omaha, NE.

Does Hub Investment Advisors, Inc disclose fund performance?

Hub Investment Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address	11516 Miracle Hills Dr., Suite 100, Omaha, NE 68154
Office hours	8:00 a.m. To 5:00 p.m.
Discloses disciplinary history	No

Assets under management

Discretionary	$480.4M
Non-discretionary	$1.59B
Total (RAUM)	$2.07B