Hawke Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$237,609,485
Clients
551
Advisors
2
across 2 offices
About
Hawke Financial Group provides portfolio management, retirement-plan (including 401(k)) consulting, and financial planning services to individuals, high‑net‑worth clients, and business entities. The firm also facilitates implementation through recommendations of unaffiliated independent managers and other professionals when appropriate.
HFG tailors portfolios to client objectives and monitors accounts on an ongoing basis, employing a mix of fundamental, technical and cyclical analysis and using instruments such as mutual funds, ETFs, options, and alternative or leveraged products where suitable. The firm may maintain defensive cash positions and periodically reallocate assets based on performance, manager tenure, style drift, or changes in client circumstances.
Compared with peers, HFG serves an unusually large number of clients per advisor, a structural feature that can affect how advisory time and resources are allocated across the client base. The firm’s principal also serves as a registered representative of a broker‑dealer and the brochure discloses a 2019 state consent order related to private securities transactions, information prospective clients may consider when evaluating potential conflicts and compliance history.
Client services
Expertise
Occupation focus
Fee options
Pension consulting fees up to $50,000 fixed fee depending on service scope
Up to $300 per hour for financial planning and consulting services
Fee-only: Negotiable, generally up to 1.5% annually based on assets under management
Main office
See office2484 N Stokesberry Place, Suite 100
Meridian ID 83646-6083
Advisors at this office
1
Offices (2)
Most active in
Arizona · Idaho · Texas
Also doing business as
Hawke Financial Group · Hawke Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jason H
Series 63, Series 65, Series 66
Meridian, ID
Hawke Financial Group
Jason Hawke is a financial advisor with Hawke Financial Group in Meridian, ID, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at D.H. Hill Securities, LLLP, National Securities Corp, National Asset Management, Inc., and Integrated Wealth Concepts LLC. Outside of his advisory role, he is involved in a livestock cattle business and serves as treasurer for a local homeowners association. Hawke Financial Group serves individuals, families, business entities, and retirement plans by providing portfolio management, pension and 401(k) consulting, and financial planning. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, emphasizing active, tactical management and employing mutual funds, ETFs, and other instruments.
Greg B
Series 63, Series 65
St Anthony, ID
Hawke Financial Group
Greg Bitter is a financial advisor with Hawke Financial Group in St. Anthony, Idaho, holding Series 63 and Series 65 licenses and over 14 years of industry experience. His prior work includes roles at National Securities Corp and National Asset Management, Inc. Outside of advising, he is involved in insurance sales and co-owns an aftermarket manufacturer specializing in ATV, UTV, motorbike, and snowmobile performance products. Hawke Financial Group provides portfolio management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios and regularly monitors accounts, employing a range of investment instruments and strategies to align with client objectives.
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