Hobbs Group Advisors, LLC
Hobbs Group Advisors, LLC is a registered investment adviser headquartered in Columbia, South Carolina. Founded in 2007, the firm offers investment supervisory services, investment management, and wealth management primarily to individuals and high-net-worth individuals, with some institutional clients. The team is small, with around 8-9 employees, and operates alongside accounting and consulting affiliate The Hobbs Group. The firm helps clients develop and manage personal investment policies tailored to their specific goals, risk tolerances, and needs. Leadership includes Mark T. Hobbs (President) and Peter A. Pigeon (COO).
Investment Strategy
Hobbs Group Advisors provides personalized investment supervisory and wealth management services, tailoring portfolios to individual client goals, risk tolerances, time horizons, and liquidity needs. The firm engages in discretionary asset management—making buy/sell decisions without prior client approval under a discretionary agreement. Their approach is holistic, involving comprehensive data gathering to create custom investment policies. Portfolio construction emphasizes tax efficiency, ongoing monitoring, and regular client communications. The client base is primarily individuals and high-net-worth individuals, with portfolios diversified across equities, fixed income, and ETFs, seeking to balance growth, income, and preservation objectives.
Top Holdings
Equity Positions (142)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R ROE | EA SERIES TRUST | 10.95% | $32.0M | 993,924 | $29.18 | $32.21 | +$2.3M |
S SPDW | SPDR INDEX SHS FDS | 5.88% | $17.2M | 424,742 | $36.76 | $40.49 | +$6.3M |
S SPTI | SPDR SERIES TRUST | 5.24% | $15.3M | 533,141 | $27.89 | $28.77 | -$1.6M |
P PPI | INVESTMENT MANAGERS SER TR I | 4.16% | $12.2M | 744,728 | $14.89 | $16.35 | +$1.5M |
D DMBS | DOUBLELINE ETF TRUST | 3.31% | $9.7M | 196,992 | $49.30 | $49.07 | +$4.2M |