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Truman H
CFA®, Series 63
New York, NY
TwentyThree Advisory
Truman Hobbs is a CFA® charterholder and Series 63 licensee currently serving as the sole advisor at TwentyThree Advisory. He has worked in the investment industry since 2018, with prior experience at Boyar Value Group and Overbrook Management Corporation. Outside of his advisory role, Hobbs serves as Treasurer and Executive Committee Member on the Board of Directors for The Adwell Corporation, a farmland ownership company. TwentyThree Advisory provides portfolio management primarily to high-net-worth individuals, focusing on equities along with mutual funds, fixed income, ETFs, real estate funds, TIPS, and private placements. The firm emphasizes fundamental analysis and long-term trading while maintaining detailed Investment Policy Statements tailored to each client’s risk tolerance and time horizon.
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