# Hoskins Financial, LLC

> Hoskins Financial, LLC is a state-registered investment advisory firm in Nashville, TN, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.

- CRD: 319452
- Filed as: HOSKINS FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319452
- AdvisorCensus page: https://advisorcensus.com/firm/hoskins-financial-llc-nashville-tn-319452

## Quick answers

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

**Where is Hoskins Financial, LLC located?**
Hoskins Financial, LLC's principal office is in Nashville, TN, according to its Form ADV.

**Is Hoskins Financial, LLC registered with the SEC or a state?**
Hoskins Financial, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319452.

**How much does Hoskins Financial, LLC manage?**
Hoskins Financial, LLC reports $10,130,512 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (100% discretionary).

**What types of clients does Hoskins Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (5); corporations or other businesses not listed above (1).

**Does Hoskins Financial, 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/319452

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $10,130,512
- Discretionary: $10,130,512
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $4,209,697 |
| High net worth individuals | 5 | $5,902,362 |
| Corporations or other businesses not listed above | 1 | $18,453 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hoskinsfinancialllc.com
- LinkedIn @will-welborn-8284812

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hoskins Financial, LLC (CRD 319452): Form ADV filing data as of October 2026.
