A complete list of active advisors currently associated with Hawkins Capital Advisors

Warmer can help you find a great advisor at Hawkins Capital Advisors or one who fits your needs even better.

The firm provides financial planning, investment consultation, and ongoing investment supervisory services to individuals, trusts, estates, charitable foundations, businesses and pension/profit-sharing plans, and manages both individual and institutional portfolios. It is a single-advisor independent advisory practice overseeing roughly $4.38 million in client assets across about 23 client relationships. The firm generally follows a long-term, disciplined buy-and-hold approach that emphasizes passive investments, broad diversification, cost minimization and periodic rebalancing, and it documents client objectives through an investment policy statement when appropriate. Services are delivered under discretionary or non-discretionary agreements after an initial interview and tailored planning process, and the firm also offers periodic educational workshops and seminars for groups. Noteworthy aspects disclosed in the brochure include the principal’s licensure as a California insurance agent and a separate tax-preparation activity, meaning the firm may receive commissions for insurance product sales and coordinates tax work with client consent. The firm also serves pension and profit-sharing plans, participates in institutional custody/brokerage programs (naming Interactive Brokers and Trade‑PMR) from which it receives research and operational benefits, and the principal maintains significant non-investment employment—features that are less common among solo independent advisors.

To learn more about the advisors currently working at Hawkins Capital Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.