SourcingSourcing

HOBBS GROUP ADVISORS LLC

C26
CRD 157274·SEC 801-113063·COLUMBIA, SC
AUM
$584.4M
$500M-$1B
Est. Revenue
$5.8M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HOBBS GROUP ADVISORS LLC
CRD
157274
SEC file #
801-113063
EIN
203708159
DBA names
—

Economics

AUM
$584.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$142.2M → $584.4M▲ +311%
Client mix
Individuals Other222
Individuals High Net Worth140
Pension Profit Sharing Plans91
Corporations26

Operations

Employees (total)
8
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
5 advisors → 7 advisors▲ +40%
Primary office
COLUMBIA SC
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
hobbsgroupadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOBBS, MARK, THOMAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
HOBBS, MARK, THOMAS
PIGEON, PETER, A
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HOBBSGROUPADVISORS.COM
Rdap Domain Creation Date
2007-10-25T20:44:39Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
31,250
Form 5500 Compensation Trajectory 3y
202531,250
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
31,250
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002012280
Edgar Registered
Yes
Edgar Filing Count
10
Edgar First Filing Date
2024-02-16
Edgar Last Filing Date
2026-05-20
Edgar 13f Count
9
Edgar 13f Latest AUM Estimate
Filing Date2026-05-20
Accession0002012280-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
1727 LAUREL STCOLUMBIA, SC 29201
Business
1727 LAUREL STCOLUMBIA, SC 29201
Edgar EIN
203708159
Edgar Recent Filings
13F-HR2026-05-20 · 0002012280-26-000002
13F-HR2026-01-28 · 0002012280-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-25T20:44:39Z
Rdap Domain Last Changed
2025-10-26T10:00:04Z
Rdap Nameservers
Ns55.domaincontrol.comNs56.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4079959
Trust Company Affiliate
No

People (7)

7
HOBBS, MARK, THOMAS
IAR · Direct Owner · 87.5%
4079959
PIGEON, PETER, A
IAR · Direct Owner · 37.5%
4550227
STRANGE, DAVID, GARET
IAR · Direct Owner · 7.5%
6016283
Francesca Louise Passen
IAR
7059384
KYLEE FRANCIS HOLDERIED
IAR
8028855
MARC LOWELL MURRAY
IAR
4821165
THOMAS WINFIELD MANLY
IAR
6369777