Hobbs Group Advisors Llc
- Regulatory AUM
- $584M
- Discretionary
- $471M
- Clients
- 479
- Avg AUM / client
- $1.2M
- Accounts
- 1,329
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 222 | $61.1M | 10.5% |
| High net worth individuals | 140 | $285M | 48.8% |
| Pension and profit sharing plans | 91 | $146M | 25.0% |
| Charitable organizations | Fewer than 5 clients | $6.1M | 1.04% |
| State or municipal government entities | Fewer than 5 clients | $17.8M | 3.05% |
| Corporations and other businesses | 26 | $68.0M | 11.6% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Thomas Hobbs | President | Nov 2006 (20y) | 75% or more | |
| Peter A Pigeon | Chief Investment Officer / Chief Compliance Officer | CFP | Nov 2006 (20y) | 25% – 50% |
| David Garet Strange | Owner | CFP | Jan 2024 (3y) | 5% – 10% |
| Marc Lowell Murray | Registered representative | Dec 2024 (2y) | ||
| Francesca Louise Passen | Registered representative | Dec 2024 (2y) | ||
| Thomas Winfield Manly | Registered representative | Jan 2025 (2y) | ||
| Kylee Francis Holderied | Registered representative | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Investments $454M (78% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗