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Hub Investment Advisors, Inc

CRD 164600SEC# 801-76898Omaha, NE
Export (members)
No longer SEC-registered. Hub Investment Advisors, Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2.07B
Employees
9
Accounts
529
Location
Omaha, NE

Hub Investment Advisors, Inc assets under management

Hub Investment Advisors, Inc is an SEC-registered investment adviser based in Omaha, NE. It reports $2.1 billion in regulatory assets under management and employs 9 people.

Hub Investment Advisors, Inc owners & executives

11 reported
NameTitleOwnershipSince
Greg Lee Koleno ControlRpw CooUnder 5%2026
Jeffrey Donald Sharp ControlChief Executive Officer And PresidentUnder 5%2022
Mariane Ashley Lee ControlInterim Chief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Hub Investment Advisors, Inc manage?

Hub Investment Advisors, Inc reports $2.1 billion in regulatory assets under management on its Form ADV.

How many employees does Hub Investment Advisors, Inc have?

Hub Investment Advisors, Inc reports 9 employees.

Where is Hub Investment Advisors, Inc located?

Hub Investment Advisors, Inc is based in Omaha, NE.

Does Hub Investment Advisors, Inc disclose fund performance?

Hub Investment Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11516 Miracle Hills Dr., Suite 100, Omaha, NE 68154
Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$2.07B▲ 37%
Jan '25 — $1.51BFeb '25 — $1.51BMar '25 — $2.07BApr '25 — $2.07BMay '25 — $2.07BJun '25 — $2.07BJul '25 — $2.07BAug '25 — $2.07BSep '25 — $2.07BOct '25 — $2.07BNov '25 — $2.07BDec '25 — $2.07BJan '26 — $2.07BFeb '26 — $2.07BMar '26 — $2.07BApr '26 — $2.07BMay '26 — $2.07BJun '26 — $2.07B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$2.07Bregulatory AUM
Discretionary $480.4MNon-discretionary $1.59B