Wealth Manager
    SEC Registered

    Hub Investment Advisors, Inc

    Registered investment advisor · Omaha, Nebraska · CRD #164600

    Assets Under Management
    $2.1B
    Client Accounts
    529
    Employees
    9
    CRD Number
    164600
    Registration
    SEC Registered
    Custodian
    Vanguard Marketing Corporation, Charles Schwab & Co., Inc., Principal Securities, Inc., Empower Financial Services, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Hub Investment Advisors, Inc

    Established in 2004, HUB Investment Advisors provides wealth management, investment management, and fiduciary services to affluent families and ultra-high-net-worth clients. The firm focuses on proactive advisory and planning, offering transparent, fee-based financial advice. It has been serving clients since 1988.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Hub Investment Advisors, Inc

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Hub Investment Advisors, Inc's AUM?

    Hub Investment Advisors, Inc reports approximately $2.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Hub Investment Advisors, Inc headquartered?

    Hub Investment Advisors, Inc is headquartered in Omaha, Nebraska.

    What is Hub Investment Advisors, Inc's CRD number?

    Hub Investment Advisors, Inc's CRD number is 164600. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Hub Investment Advisors, Inc manage?

    Hub Investment Advisors, Inc manages approximately 529 client accounts according to its latest SEC filing.

    Is Hub Investment Advisors, Inc SEC registered?

    Yes, Hub Investment Advisors, Inc is registered with the SEC as an investment adviser.

    Similar advisors in Nebraska

    Orion Portfolio Solutions, LLC
    Omaha, NE · $64.8B AUM
    Cwm, LLC
    Omaha, NE · $50.6B AUM
    Ameritas Investment Partners, Inc.
    Lincoln, NE · $29B AUM
    Ameritas Advisory Services, LLC
    Lincoln, NE · $13.7B AUM
    Bridges Investment Management Inc
    Omaha, NE · $11.3B AUM
    Mutual Advisors, LLC
    Omaha, NE · $8.5B AUM
    See all top RIA firms in Nebraska →

    Research firms like Hub Investment Advisors, Inc at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial