Hobbs Group Advisors LLC

Kylee Holderied is a financial advisor at Hobbs Group Advisors LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Onthemarc Catering. Hobbs Group Advisors LLC provides investment advice to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary investment management, combining portfolio oversight with financial planning, and uses client interviews and risk-tolerance questionnaires to develop individualized investment policies.

Marc Murray is a financial advisor with Hobbs Group Advisors LLC in Columbia, SC, holding a Series 66 designation and 20 years of industry experience. He has worked at several firms including Morgan Stanley, Merrill, and Daniel Advisors. He also served as Managing Director of Shandon Hill Capital, providing financial industry advisory research services. Hobbs Group Advisors LLC offers investment management, wealth management, financial planning, pension consulting, and other services to individuals, pension and profit sharing plans, charitable organizations, and businesses. The firm manages approximately $584 million in client assets and employs a client-specific investment approach with options for traditional and digital portfolio management.

Mark Hobbs is a financial advisor with Hobbs Group Advisors LLC in Columbia, SC, holding Series 63, 65, and 66 licenses and over 20 years of industry experience. He has worked at Triad Advisors and Wealth Alliance and serves as managing partner of The Hobbs Group, PA, a CPA firm. Outside of advisory work, Hobbs is involved in managing a CPA firm and holds leadership roles in several family and commercial business ventures. Hobbs Group Advisors LLC provides investment advice and wealth management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm develops individualized investment policies and employs asset allocation and fundamental analysis strategies, utilizing both discretionary and digital platforms.

Peter Pigeon is a Certified Financial Planner (CFP®) with 24 years of experience in the financial services industry. He has worked at Hobbs Group Advisors LLC since 2006 and also serves as Vice President of Wealth Alliance Inc., an insurance agency. Hobbs Group Advisors LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $584 million in client assets and employs a client-specific advisory process that includes fundamental analysis and a combination of traditional and digital portfolio management.

David Strange is a CFP® professional with 14 years of experience in the financial advisory industry. He is affiliated with Hobbs Group Advisors LLC, a team-based firm in Columbia, SC, and has held roles at Wealth Alliance and Triad Advisors. Outside of advisory work, he is involved in insurance sales and land management through other business activities. Hobbs Group Advisors LLC serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes client-specific investment policy statements and risk tolerance, utilizing fundamental analysis and a combination of traditional, customized, and digital management strategies.

Thomas Manly is a financial advisor at Hobbs Group Advisors LLC in Columbia, SC, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Hobbs Group Advisors since 2016, previously working at Triad Advisors, Inc. from 2016 to 2023. Hobbs Group Advisors LLC offers investment management, wealth planning, pension consulting, and financial advisory services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $584 million in client assets, employing client-specific investment policies, risk assessment, and a combination of traditional and digital portfolio management options.

Francesca Passen is a financial advisor with Hobbs Group Advisors LLC in Columbia, SC, holding a Series 65 designation and having five years of industry experience. Her prior work includes roles at Bare Minerals and The Main Course, as well as concurrent positions at the University of South Carolina and Bubbles Juice & Tea Company. Hobbs Group Advisors LLC provides investment management, financial planning, pension consulting, and related services to individuals, pension and profit sharing plans, charitable organizations, and businesses. The firm manages approximately $584 million in client assets and employs a client-specific advisory process incorporating investment policy statements, risk tolerance assessments, and fundamental analysis, with both traditional and digital portfolio management options.