Sarasota, FL Office
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HBKS Wealth Advisors
Multi-team
Firm-wide stats for HBKS Wealth Advisors
About
HBKS Wealth Advisors serves individuals (including non‑HNW and high‑net‑worth clients), retirement plans and other institutional and corporate clients. The firm offers personalized investment management, financial planning, pension consulting and a dedicated high‑net‑worth service branded as Level 3.
HBKS develops tailored portfolios after gathering client information through interviews, questionnaires and document reviews, and typically manages accounts on a discretionary basis using proprietary model portfolios, sub‑advisors and multiple platform arrangements (including Adhesion, Envestnet, Schwab and Raymond James). The firm deploys a broad set of strategies — fixed‑income, alternatives, UMA/tax‑overlay services and cryptocurrency exposure are among the options disclosed — while stating it does not specialize in any single investment area.
Noteworthy differences from many peers include the firm’s periodic client newsletters (educational materials provided free of charge), a cluster of affiliated businesses (an accounting affiliate where some investment adviser representatives are CPAs, an affiliated limited‑use broker‑dealer and an insurance affiliate), and a material affiliation with Park Shore Partners LLC that manages affiliated private Opportunity Funds and a MAS Fund; the brochure discloses overlapping personnel, dual registrations and related conflicts in those arrangements. HBKS also provides back‑office and sub‑advisory services to third‑party advisers, including affiliated advisers, which the firm highlights as a distinct business line and potential source of conflicts.
Based on HBKS Wealth Advisors
Location
1777 Main Street, Suite 301
Sarasota FL 34236
Advisors at this office
3
Advisors at this office
Isaiah B
Series 65
Sarasota, FL
HBKS Wealth Advisors
Isaiah Brownman is a financial advisor at HBKS Wealth Advisors in Sarasota, FL. He holds a Series 65 designation and joined the firm in 2024. Prior to his advisory role, he worked at Florida Gulf Coast University and Builder's Model Home Furniture. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages portfolios using proprietary models and multiple platform arrangements, providing a broad range of strategies without specializing in any single area.
Victoria A
CFP®, Series 65
Sarasota, FL
HBKS Wealth Advisors
Victoria Avila is a CFP® and Series 65-licensed financial advisor with HBKS Wealth Advisors, bringing two years of industry experience. She previously worked at Mertz Taggart and Florida Gulf Coast University, and is also involved with HBK Sorce Insurance LLC as an insurance agent. HBKS Wealth Advisors serves a diverse client base including individual investors, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a wide range of strategies and manages accounts primarily on a discretionary basis using proprietary models, sub-advisors, and multiple platform relationships.
William C
CFP®, Series 66
Sarasota, FL
HBKS Wealth Advisors
William Chase IV is a CFP® with 11 years of industry experience, currently serving as a financial advisor at HBKS Wealth Advisors in Sarasota, FL. His prior experience includes roles at Massmutual Life Insurance Company and Mass Mutual Investors Services, as well as involvement with HBK Sorce Insurance LLC. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning through tailored portfolios and a variety of strategies. The firm is noted for its integrated affiliated businesses and periodic client newsletters.
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