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Hawke Financial Group

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Client assets under management

$237,609,485

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Clients

551

6% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

276

Very High

Average account size

$431,233

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Income planning Active portfolio management

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Pension consulting fees up to $50,000 fixed fee depending on service scope

Project-based

Up to $300 per hour for financial planning and consulting services

Other

Fee-only: Negotiable, generally up to 1.5% annually based on assets under management

Main office location

Hawke Financial Group

2484 N Stokesberry Place, Suite 100

Meridian ID 83646-6083, United States

Number of offices

1

Most active in

More info

Arizona · Idaho · Texas

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (208) 855-9400

Advisors at this firm

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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.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Income planning Active portfolio management Founder/Business Owner
user avatar

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 having 13 years of industry experience. He has worked at Hawke Financial Group since 2019 and previously was associated with National Securities Corp and National Asset Management, Inc. Outside of his advisory role, he is involved in an ATV/UTV and motorbike aftermarket manufacturing business as an owner/partner. 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 active, tactical management strategies and employs a combination of fundamental, technical, and cyclical analysis.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Income planning Active portfolio management Founder/Business Owner
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