Hoskins Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,112,059
Clients
29
Advisors
1
of 1 employees
About
The firm provides discretionary asset management and financial planning primarily to individuals, high-net-worth clients, and fiduciaries such as trusts and estates. The firm’s ownership and management have direct ties to accounting and business-development practices, and the brochure indicates the firm also engages with corporate or business clients in addition to its individual client base.
The firm delivers tailored portfolio management and ongoing monitoring based on client goals, time horizons and risk tolerances, using fundamental analysis and modern portfolio theory and, when appropriate, options, ETFs and mutual funds. Financial planning is offered as a separate service alongside portfolio management, and accounts are custodied through a national custodian with periodic (quarterly) reviews and reporting.
What distinguishes the firm from many peers is its disclosed affiliation with an accounting, audit and tax services firm through a managing member’s outside business activities; this relationship is identified in the brochure as a potential conflict of interest that the firm mitigates through disclosures and fiduciary procedures. The firm also operates at a relatively small scale (about $10.1 million in discretionary AUM across fewer than 30 clients) and does not impose an account minimum, which may facilitate closer coordination with outside accounting and business advisors.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% annually $500,001 - $1,500,000: 1.00% annually $1,500,001 - $2,500,000: 0.90% annually $2,500,001 - $3,500,000: 0.80% annually $3,500,001 - $4,500,000: 0.70% annually $4,500,001 - $5,500,000: 0.60% annually $5,500,001+: 0.50% annually
$200 per hour for financial planning
Main office
1900 Church Street, Suite 200
Nashville TN 37203
Advisors at this office
1
Most active in
Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Quick links
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