A complete list of active advisors currently associated with Van Hubly Investments LLC
Warmer can help you find a great advisor at Van Hubly Investments LLC or one who fits your needs even better.
Van Hubly Investments LLC is a registered investment adviser that provides ongoing discretionary investment management to individuals (including high-net-worth individuals), trusts, and small business retirement plans. The firm typically constructs customized portfolios using no-load mutual funds, exchange-traded funds, individual stocks and bonds and charges asset-based advisory fees. The firm develops individualized asset allocations based on clients’ financial circumstances, risk tolerance, time horizon, and cash flow needs, emphasizing long-term investing, diversification, and periodic rebalancing while avoiding margin, short sales, and frequent short-term trading. It generally recommends and uses Charles Schwab’s institutional custody and trading platform for execution and reporting and conducts account reviews at least semiannually. The firm’s current operating posture is atypical for peers: the principal has effectively retired, the firm is not accepting new clients, and as of December 31, 2025 it reported approximately $2.31 million in discretionary assets under management largely for close family members. Since 2022 the firm has been referring some clients to select, screened RIAs and receiving revenue-sharing payments for those referrals for a limited three-year period, a referral arrangement disclosed as a potential conflict of interest that clients can request more information about; clients also retain responsibility for voting proxies.
To learn more about the advisors currently working at Van Hubly Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Olympia, WA
| 20
|
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