Augusta, GA Office

HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning to individuals and families as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients and investment companies, and offers outsourced chief investment officer (OCIO) and institutional advisory services.

HB Wealth typically manages accounts on a discretionary basis, aligning portfolios with clients’ stated objectives and risk tolerance while incorporating the firm’s capital markets outlook and providing consolidated quarterly reporting; it uses custodians such as Charles Schwab, Fidelity, and Pershing and portfolio reporting via Black Diamond. Its investment process combines quantitative and qualitative due diligence across public and private strategies — mutual funds, ETFs, hedge funds, structured notes, direct real estate, and private investment funds (including affiliated HB Funds) — and the brochure discloses valuation and liquidity practices for private investments.

Notable distinctions include explicitly advising and subadvising registered investment companies (Peachtree Alternative Strategies and the HB Credit Opportunity Fund) and the 2026 launch of the HB Wealth Credit Opportunities Fund, a registered investment company created with iCapital, along with a broad suite of affiliated private funds and a newly formed HB Wealth Real Estate Fund. The firm traces its heritage to Homrich & Berg, Inc. and discloses its ownership changes and minority investments by external firms (NewMountainCapital and TPG) and related affiliations with other managers, with policies described to address resulting conflicts of interest.