Hubbell Consulting, LLC (Charlotte)

Name: Hubbell Consulting, LLC
Address: 13850 Ballantyne Corporate Place, Charlotte, NC, 28277
Telephone: 704-887-4930

Hubbell Consulting, LLC is a large advisory firm based in Charlotte. It manages $95.12 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of North Carolina.

Hubbell Consulting provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hubbell Consulting: assets under management

The assets under management (AUM) of Hubbell Consulting, LLC is $95.12 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 74% of the total AUM. The second-largest asset type is other assets, which make up 23% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hubbell Consulting, LLC for their services and products based on hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hubbell Consulting, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian C Hubbell	Cco	1 Aug 2005	75% - 100%	715185
Brian Christopher Hubbell	Managing member/cco	1 Aug 2005	75% - 100%	715185

Based in Charlotte

The principal office where Hubbell Consulting, LLC performs its advisory services is located at 13850 Ballantyne Corporate Place, Charlotte, NC 28277, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-887-4930 or by fax 704-887-5201. The normal business hours are 8:00 a.m to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at hubbell-llc.com.