Hawkins Investment Counsel, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hawkins Investment Counsel provides investment management and financial planning to individuals, high‑net‑worth clients, families, businesses, trusts and institutional clients. The firm offers custom securities portfolios and, when requested, written financial planning covering estate, tax, college, insurance and investment planning.
The firm’s investment process begins with top‑down economic analysis—global then U.S.—and uses quantitative screens to generate ideas followed by fundamental company and fund research to construct diversified portfolios that blend no‑load mutual funds, ETFs and individual securities. Portfolios are managed to balance diversification and targeted growth, with daily monitoring by advisors, at least annual reviews of client goals, and firm‑produced quarterly reports in addition to custodian statements.
What is distinctive about Hawkins is that it manages its reported assets entirely on a non‑discretionary basis, so clients retain final trade approval rather than delegating trading authority — an arrangement that is uncommon among similar team firms. The firm also documents trade‑error procedures, does not vote client proxies, and routinely invests across a broad set of instruments (including ADRs, REITs, ETNs, options and mortgage‑backed securities) while accommodating written client restrictions.
Client services
Expertise
Fee options
$0 - $200,000: 2.00% annually $200,001 - $500,000: 1.50% annually $500,001+: 1.00% annually
$400 per hour (negotiable)
Main office
See officePort Orchard WA
Advisors at this office
1
Offices (4)
Most active in
Alaska · California · Oregon · Texas · Washington
Also doing business as
Hawkins & Associates · Hawkins Andrews Investment Counsel, LLC · Hawkins Investment Counsel, 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
Matthew H
CFA®, Series 66
Port Orchard, WA
Hawkins Investment Counsel, LLC
Matthew Hawkins is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Hawkins Investment Counsel, LLC since 2006, where he serves as one of three advisors. Hawkins Investment Counsel provides non-discretionary investment management and financial planning services to individuals, families, businesses, trusts, and institutional clients. The firm employs a U.S.-focused, research-driven investment process that combines quantitative screening with fundamental analysis to construct diversified, customized portfolios.
Peter M
CFP®, Series 66
Pleasant Hill, CA
Hawkins Investment Counsel, LLC
Peter Morton is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Hawkins Investment Counsel, LLC with six years of industry experience. His prior roles include positions at First Republic Investment Management, J.P. Morgan Securities, and the CFA Institute. Hawkins Investment Counsel provides investment management and financial planning services to individuals, families, businesses, trusts, and institutional clients. The firm implements a top-down economic analysis and a research-driven approach to construct diversified, non-discretionary portfolios tailored to client goals.
Thomas M
CFA®, Series 63
Puyallup, WA
Hawkins Investment Counsel, LLC
Thomas Morton is a CFA® charterholder with 15 years of industry experience. He has worked at Hawkins Investment Counsel, LLC since 2011 and is the sole owner of Morton Partners, LLC, a property management and non-investment related services firm. At Hawkins, he focuses exclusively on investment-related activities. Hawkins Investment Counsel provides non-discretionary investment management and financial planning services to individuals, families, businesses, trusts, and institutional clients. The firm employs a U.S.-focused, research-driven investment process emphasizing diversification and client approval for all transactions.
Thomas R
Series 63, Series 66
Tacoma, WA
Hawkins Investment Counsel, LLC
Thomas Ryan is a financial advisor at Hawkins Investment Counsel, LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Stolz & Associates, Bernstein Private Wealth Management, and BNY Mellon Wealth Management. Hawkins Investment Counsel provides non-discretionary investment management and financial planning services to individuals, high-net-worth clients, families, businesses, trusts, and institutions. The firm emphasizes a top-down economic research approach combined with quantitative screening and fundamental analysis, managing portfolios with a focus on diversification and client-directed trading authority.
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