{
  "crd_number": 157274,
  "slug": "hobbs-group-advisors-llc-columbia-sc-157274",
  "primary_business_name": "HOBBS GROUP ADVISORS LLC",
  "legal_name": "HOBBS GROUP ADVISORS LLC",
  "dbas": [],
  "city": "Columbia",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "17900",
  "metro": {
    "cbsa_code": "17900",
    "common_name": "Columbia",
    "msa_name": "Columbia, SC",
    "path": "/advisors/sc/columbia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-04-27",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 584400000.0,
  "raum_discretionary": 471400000.0,
  "raum_non_discretionary": 113000000.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 6100000.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 61100000.0,
      "count": 222
    },
    "state_municipal": {
      "raum": 17800000.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 146000000.0,
      "count": 91
    },
    "high_net_worth_individuals": {
      "raum": 285400000.0,
      "count": 140
    },
    "corporations_other_businesses": {
      "raum": 68000000.0,
      "count": 26
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA",
    "LA",
    "NC",
    "OH",
    "SC",
    "TX"
  ],
  "websites": [
    "https://facebook.com/HGADVISORS",
    "https://hobbsgroupadvisors.com",
    "https://instagram.com/HOBBSGROUPADVISORS",
    "https://linkedin.com/COMPANY/HOBBS-GROUP-ADVISORS-LLC",
    "https://twitter.com/HGADVISORS",
    "https://youtube.com/channel/UCpiMAlglAVbUvvYpHxRyfLA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157274",
  "city_as_filed": "COLUMBIA",
  "url": "https://advisorcensus.com/firm/hobbs-group-advisors-llc-columbia-sc-157274",
  "display_name": "Hobbs Group Advisors LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Hobbs Group Advisors LLC (CRD 157274): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Hobbs Group Advisors LLC compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Hobbs Group Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 states: Hourly rate: $300 an hour (hourly financial planning services); Flat fee: $1,000 to $10,000 (Financial planning); Flat fee: $750 to $10,000 (Consulting Services); Flat fee: $2,000 to $50,000 a year (Pension Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Hobbs Group Advisors LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Hobbs Group Advisors LLC registered with the SEC or a state?",
      "a": "Hobbs Group Advisors LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 157274."
    },
    {
      "q": "How much does Hobbs Group Advisors LLC manage?",
      "a": "Hobbs Group Advisors LLC reports $584,400,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (81% discretionary)."
    },
    {
      "q": "How have Hobbs Group Advisors LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Hobbs Group Advisors LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Hobbs Group Advisors LLC use?",
      "a": "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."
    },
    {
      "q": "Does Hobbs Group Advisors LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Hobbs Group Advisors LLC's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 222094000.0,
      "total_employees": 6,
      "filing_date": "2021-06-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 258468424.0,
      "total_employees": 7,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 291000000.0,
      "total_employees": 8,
      "filing_date": "2023-06-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 390110252.0,
      "total_employees": 8,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 479100000.0,
      "total_employees": 9,
      "filing_date": "2025-05-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 584400000.0,
      "total_employees": 8,
      "filing_date": "2026-03-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $479,100,000 to $584,400,000 (+22%).",
        "Employees performing advisory functions went from 8 to 7."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour (hourly financial planning services)",
      "Flat fee: $1,000 to $10,000 (Financial planning)",
      "Flat fee: $750 to $10,000 (Consulting Services)",
      "Flat fee: $2,000 to $50,000 a year (Pension Consulting Services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (hourly financial planning services)"
        ],
        "quotes": [
          "The fee range for hourly financial planning services is $300 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $10,000 (Financial planning)"
        ],
        "quotes": [
          "Financial planning may also be charged as a fixed fee ranging between $1,000- $10,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $750 to $10,000 (Consulting Services)"
        ],
        "quotes": [
          "Fixed Fees range from $750-$10,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,000 to $50,000 a year (Pension Consulting Services)"
        ],
        "quotes": [
          "Pension Consulting Fees may also be charged on a fixed rate basis and can be billed monthly, quarterly, or annually. This fee would be between $2,000 and $50,000 annually."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "hourly financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "Financial planning"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 750.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "Consulting Services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 2000.0,
          "max": 50000.0,
          "period": "annual",
          "service": "Pension Consulting Services"
        }
      ]
    },
    "quotes": [
      "The fee range for hourly financial planning services is $300 per hour.",
      "Financial planning may also be charged as a fixed fee ranging between $1,000- $10,000.",
      "Fixed Fees range from $750-$10,000.",
      "Pension Consulting Fees may also be charged on a fixed rate basis and can be billed monthly, quarterly, or annually. This fee would be between $2,000 and $50,000 annually."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Investments",
      "name_as_filed": "FIDELITY INVESTMENTS",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/hobbs-group-advisors-llc-columbia-sc-157274.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 222,
      "fewer_than_5": false,
      "raum": 61100000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 140,
      "fewer_than_5": false,
      "raum": 285400000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 91,
      "fewer_than_5": false,
      "raum": 146000000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 6100000.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 17800000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 26,
      "fewer_than_5": false,
      "raum": 68000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157274",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}