Hub Investment Advisors, Inc
CRD 164600SEC# 801-76898Omaha, NE
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Greg Lee Koleno Control | Rpw Coo | Under 5% | 2026 |
| Jeffrey Donald Sharp Control | Chief Executive Officer And President | Under 5% | 2022 |
| Mariane Ashley Lee Control | Interim Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently 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
| Address | 11516 Miracle Hills Dr., Suite 100, Omaha, NE 68154 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$2.07B▲ 37%
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