# Hawtree Advisory Group, LLC

> Hawtree Advisory Group, LLC is a state-registered investment advisory firm in Tucson, AZ, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 29, 2019.

- CRD: 124492
- Filed as: HAWTREE ADVISORY GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tucson, AZ
- Filing period: October 2026
- Form ADV filing dated: March 29, 2019
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124492
- AdvisorCensus page: https://advisorcensus.com/firm/hawtree-advisory-group-llc-tucson-az-124492

## Quick answers

**How is Hawtree Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hawtree Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Hawtree Advisory Group, LLC located?**
Hawtree Advisory Group, LLC's principal office is in Tucson, AZ, according to its Form ADV.

**Is Hawtree Advisory Group, LLC registered with the SEC or a state?**
Hawtree Advisory Group, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 124492.

**How much does Hawtree Advisory Group, LLC manage?**
Hawtree Advisory Group, LLC reports $33,599,866 in regulatory assets under management in its Form ADV filing dated March 29, 2019 (100% discretionary).

**What types of clients does Hawtree Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (14); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Hawtree Advisory Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124492

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $33,599,866
- Discretionary: $33,599,866
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $21,446,326 |
| High net worth individuals | 14 | $9,660,097 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,493,443 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hawtreegroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hawtree Advisory Group, LLC (CRD 124492): Form ADV filing data as of October 2026.