Investment adviser · CRD 140327
HUBBELL CONSULTING, LLC
Investment adviser filing (IA)
CHARLOTTE, NC, United States · Form ADV filed Mar 31, 2022
- Regulatory AUM
- $147M Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $90,440,707 | 61.5% |
| Government entities | Fewer than 5 | $56,592,435 | 38.5% |
Filing source
Form ADV 1636364 · Mar 31, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2022. View historical filings
Reported services
Pension consulting
Compensation
Hourly
Principal office
15720 BRIXHAM HILL AVE, SUITE 300CHARLOTTE, NC, 28277, United States
CRD 140327
Filing source
Form ADV 1636364 · Mar 31, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.