Hawke Financial Group, LLC (Meridian)

Name: Hawke Financial Group, LLC
Address: 2484 N Stokesberry Place, Meridian, ID, 83646 6083
Telephone: 208-855-9400

Hawke Financial Group, LLC is a large advisory firm based in Meridian. It manages $100.87 million of regulatory assets for 826 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Idaho.

Hawke Financial Group provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hawke Financial Group: assets under management

The assets under management (AUM) of Hawke Financial Group, LLC is $100.87 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $100.87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $122.12 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 65% of the total AUM. The second-largest asset type is investment and business development companies, which make up 19% of the firm’s portfolio. Investments in pooled investment vehicles form 6% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hawke Financial Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Hawke Financial Group serves?

The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Hawke Financial Group is individuals with 286 clients and $63.45 million of assets under management. Among the 8 most similar advisory firms, Hawke Financial Group has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $94.29 million for 323 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Hawke Financial Group doesn't advise any private funds.

Careers at Hawke Financial Group, LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jason Steven Hawke	President and cco	1 Feb 2002	75% - 100%	4177415

Based in Meridian

The principal office where Hawke Financial Group, LLC performs its advisory services is located at 2484 N Stokesberry Place, Meridian, ID 83646 6083, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 208-855-9400. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at idahofinancialplanner.com.