# Hub Investment Partners, LLC

> Hub Investment Partners, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2020, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 307956
- Filed as: HUB INVESTMENT PARTNERS, LLC
- Also doing business as: AGAPE INVESTMENT ADVISORS, LLC, BRIDGECREEK INVESTMENT MANAGEMENT, FULL SUITE WEALTH, HUB ADVISOR CONNECT, TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY, VERIPAX WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307956
- AdvisorCensus page: https://advisorcensus.com/firm/hub-investment-partners-llc-austin-tx-307956

## Quick answers

**How is Hub Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hub Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Hub Investment Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $1,000 to $1,500 a quarter (reporting only component). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hub Investment Partners, LLC located?**
Hub Investment Partners, LLC's principal office is in Austin, TX, according to its Form ADV; the October 2026 filing also lists 21 other offices (Schedule D, Section 1.F).

**Is Hub Investment Partners, LLC registered with the SEC or a state?**
Hub Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307956.

**How much does Hub Investment Partners, LLC manage?**
Hub Investment Partners, LLC reports $11,878,526,853 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (83% discretionary).

**How have Hub Investment Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Hub Investment Partners, LLC: Regulatory assets under management: $4,601,946,387 in the October 2021 data and $11,878,526,853 in the October 2026 data, up 158%. Total employees: 118 in October 2021 and 172 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hub Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,444); high net worth individuals (1,002); state or municipal government entities (including government pension plans) (482).

**Which custodians does Hub Investment Partners, LLC use?**
Hub Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Hub Investment Partners, 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/307956

**What changed in Hub Investment Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Changed its office addresses in Roseville, CA. Changed its office addresses in Tulsa, OK. Added an office in West Chester, PA. No longer lists an office in Folsom, CA. No longer lists an office in Longboat Key, FL.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Flat fee: $1,000 to $1,500 a quarter (reporting only component)

> MAPP also has a reporting only component that may charge a $1,000-$1,500 flat fee per quarter, depending on the complexity of reporting requirements.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $11,878,526,853
- Discretionary: $9,863,776,403
- Non-discretionary: $2,014,750,450

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,444 | $1,763,710,143 |
| High net worth individuals | 1,002 | $5,429,896,842 |
| Banking or thrift institutions | 3 | $33,431,804 |
| Investment companies | 1 | $628,021 |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 127 | $1,205,094,236 |
| Charitable organizations | 11 | $111,297,037 |
| State or municipal government entities (including government pension plans) | 482 | $3,194,213,209 |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 55 | $126,593,369 |
| Other | 2 | $13,662,192 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 172 total, 103 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Albuquerque, NM
- Bethesda, MD
- Brighton, MI
- Carlsbad, CA
- Chicago, IL
- Glen Allen, VA
- Houston, TX
- Louisville, KY
- New Orleans, LA
- Norwell, MA
- Oklahoma City, OK
- Omaha, NE
- Pasadena, CA
- Rockville, MD
- Roseville, CA
- San Diego, CA
- Scottsdale, AZ
- Skokie, IL
- Tulsa, OK
- West Chester, PA
- Willow Park, TX

### Websites listed on Form ADV (Item 1.I)
- afsfinancialgroup.com
- agapeinvestmentadvisors.com
- bridgecreekinvestment.com
- fullsuitewealth.com
- hubinternational.com/offices/us/california/folsom
- hubinternational.com/offices/us/kentucky/louisville
- hubinternational.com/offices/us/maryland/bethesda
- hubinternational.com/offices/us/nebraska/omaha-miracle-hills-drive
- hubinternational.com/offices/us/oklahoma/tulsa
- hubinternational.com/offices/us/texas/austin
- hubinternational.com/offices/us/virginia/glen-allen
- hubinvestmentpartners.com
- hubrpw.com/investment-partners
- hubrpw.com/offices/bethesda-md
- hubrpw.com/offices/glen-allen-va
- hubrpw.com/offices/omaha-ne
- hubrpw.com/offices/tulsa-ok
- tcgservices.com
- veripax.net
- Facebook @AFSFinancialGroupLLC
- Facebook @TrustedCapitalGroup
- Instagram @trustedcapitalgroup
- LinkedIn @afs-financial-group-llc
- LinkedIn @hub-international-glenallen
- LinkedIn @tcg-group-holdings-llp
- X @AFS_Financial
- YouTube @UCj70wEuiZZAfyQqj8Uh1glQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,601,946,387 | 118 | July 30, 2021 |
| October 2022 | $4,250,112,450 | 38 | August 16, 2022 |
| October 2023 | $5,765,870,780 | 38 | March 31, 2023 |
| October 2024 | $7,320,554,466 | 50 | August 20, 2024 |
| October 2025 | $8,979,977,344 | 144 | March 27, 2025 |
| October 2026 | $11,878,526,853 | 172 | September 14, 2026 |

Regulatory assets under management: $4,601,946,387 in the October 2021 data and $11,878,526,853 in the October 2026 data, up 158%.
Total employees: 118 in October 2021 and 172 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Changed its office addresses in Roseville, CA.
- Changed its office addresses in Tulsa, OK.
- Added an office in West Chester, PA.
- No longer lists an office in Folsom, CA.
- No longer lists an office in Longboat Key, FL.

### July 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $8,979,977,344 to $11,878,526,853 (+32%).
- Employees performing advisory functions went from 80 to 103.
- Added an office in Houston, TX.
- Added an office in Norwell, MA.

### March 2026
- Added the business name Taylor Advisors, Inc., a Hub International Company.
- No longer lists the business name AFS Financial Group.
- Added an office in Longboat Key, FL.
- Added an office in Louisville, KY.
- Added an office in New Orleans, LA.
- Registered or notice-filed in PR.

### February 2026
- Added an office in Brighton, MI.
- Added an office in Carlsbad, CA.
- Added an office in Omaha, NE.
- Added an office in San Diego, CA.

### December 2025
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Added the business name Agape Investment Advisors, LLC.
- Changed its office addresses in Willow Park, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hub Investment Partners, LLC (CRD 307956): Form ADV filing data as of October 2026.