AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / South Carolina / Columbia / Hobbs Group Advisors LLC

Hobbs Group Advisors LLC

Columbia, SCSEC-registered investment adviserCRD 157274

Filed as HOBBS GROUP ADVISORS LLC

Hobbs Group Advisors LLC is an SEC-registered investment advisory firm in Columbia, SC, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 17, 2026.

8 years
registered since 2018
$584,400,000
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Hobbs Group Advisors LLC compensated?

On its Form ADV (Item 5.E, October 2026), Hobbs Group Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Hobbs Group Advisors LLC located?

Hobbs Group Advisors LLC's principal office is in Columbia, SC, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

Is Hobbs Group Advisors LLC registered with the SEC or a state?

Hobbs Group Advisors LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 157274.

How much does Hobbs Group Advisors LLC manage?

Hobbs Group Advisors LLC reports $584,400,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (81% discretionary).

How have Hobbs Group Advisors LLC's assets and staff changed since 2021?

In the Form ADV data for Hobbs Group Advisors LLC: Regulatory assets under management: $222,094,000 in the October 2021 data and $584,400,000 in the October 2026 data, up 163%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Hobbs Group Advisors LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (222); high net worth individuals (140); pension and profit sharing plans (but not the plan participants or government pension plans) (91).

Which custodians does Hobbs Group Advisors LLC use?

Hobbs Group Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Investments as a custodian holding 10% or more of its separately managed account assets.

Does Hobbs Group Advisors LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157274

What changed in Hobbs Group Advisors LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $479,100,000 to $584,400,000 (+22%). Employees performing advisory functions went from 8 to 7.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

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

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 17, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$584,400,000

$584,400,000 as of October 2026, filing dated March 17, 2026.

Discretionary: $471,400,000.Non-discretionary: $113,000,000.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 222 Assets $61,100,000 (10%)
High net worth individuals
Clients 140 Assets $285,400,000 (49%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 91 Assets $146,000,000 (25%)
Charitable organizations
Clients Fewer than 5 Assets $6,100,000 (1%)
State or municipal government entities (including government pension plans)
Clients Fewer than 5 Assets $17,800,000 (3%)
Corporations or other businesses not listed above
Clients 26 Assets $68,000,000 (12%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2018 (8 years)
Employees
Total: 8. Performing investment advisory functions: 7.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
2 other offices, as of the April 2026 filing
Greenville, SCSumter, SC
States registered or notice-filed
6 states or jurisdictions
GALANCOHSCTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$222M 2021 $258M 2022 $291M 2023 $390M 2024 $479M 2025 $584M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$584,400,0008March 17, 2026
October 2025$479,100,0009May 15, 2025
October 2024$390,110,2528March 27, 2024
October 2023$291,000,0008June 20, 2023
October 2022$258,468,4247March 29, 2022
October 2021$222,094,0006June 2, 2021

Regulatory assets under management: $222,094,000 in the October 2021 data and $584,400,000 in the October 2026 data, up 163%.

Total employees: 6 in October 2021 and 8 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $479,100,000 to $584,400,000 (+22%).
    • Employees performing advisory functions went from 8 to 7.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
hobbsgroupadvisors.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Hobbs Group Advisors LLC (CRD 157274): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/hobbs-group-advisors-llc-columbia-sc-157274