Hoskins Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,112,059
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
29
17% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
HighAverage account size
$348,692
About
The firm provides discretionary asset management and financial planning primarily to individuals, high-net-worth clients, and fiduciaries such as trusts and estates. The firm’s ownership and management have direct ties to accounting and business-development practices, and the brochure indicates the firm also engages with corporate or business clients in addition to its individual client base.
The firm delivers tailored portfolio management and ongoing monitoring based on client goals, time horizons and risk tolerances, using fundamental analysis and modern portfolio theory and, when appropriate, options, ETFs and mutual funds. Financial planning is offered as a separate service alongside portfolio management, and accounts are custodied through a national custodian with periodic (quarterly) reviews and reporting.
What distinguishes the firm from many peers is its disclosed affiliation with an accounting, audit and tax services firm through a managing member’s outside business activities; this relationship is identified in the brochure as a potential conflict of interest that the firm mitigates through disclosures and fiduciary procedures. The firm also operates at a relatively small scale (about $10.1 million in discretionary AUM across fewer than 30 clients) and does not impose an account minimum, which may facilitate closer coordination with outside accounting and business advisors.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Retirement withdrawal strategies
Tax-loss harvesting
Fee options
$0 - $500,000: 1.25% annually $500,001 - $1,500,000: 1.00% annually $1,500,001 - $2,500,000: 0.90% annually $2,500,001 - $3,500,000: 0.80% annually $3,500,001 - $4,500,000: 0.70% annually $4,500,001 - $5,500,000: 0.60% annually $5,500,001+: 0.50% annually
$200 per hour for financial planning
Main office location
Hoskins Financial, LLC
1900 Church Street, Suite 200
Nashville TN 37203, United States
Number of offices
1
Most active in
Hoskins Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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