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Investment Management 
& Financial Planning
Welcome to Hawkins Capital Advisors, the region’s leading boutique financial service firm with more than two decades of experience.
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Welcome To Hawkins Capital Advisors

In my 25 years of investing, I have gained an intimate knowledge of the market, its tendencies, and how to best manage investment portfolios for individuals with varying degrees of risk tolerance. My clients typically do not pay commissions. Instead, I earn a negotiated fee based on the style of assets under management.
I function as a fiduciary, meaning I work on my clients’ behalf. I am your financial concierge; your personal conduit to the institutional markets. Whereas a broker ultimately works for a bank or investment firm, I work solely for you. As a fiduciary, I have institutional contacts that I’ll put to work for you – and I will always decline commissions on securities bought and sold.

Investment Management

We understand that trying to time the market or invest in the hot stock of the day can be very tempting, but a diversified investment strategy is a better more stable way to help you reach your goals in the long-term.

IRA/401k Rollovers

We understand that trying to time the market or invest in the hot stock of the day can be very tempting, but a diversified investment strategy is a better more stable way to help you reach your goals in the long-term.

FiduciaryDuties

As a Registered Investment Advisor (RIA) it is our fiduciary duty to act in our client’s best interests. We are legally bound to put our client’s interests first.
Fiduciary duty is the highest standard of care at either equity or law. A fiduciary is expected to be extremely loyal to the person to whom he owes the duty: he must not put his personal interests before the duty.

Independence

  • We work for our clients – period.
  • We are an independent, employee owned firm.
  • We are not limited to “company approved” or proprietary funds or products.
  • We offer unbiased advice.
  • Our single focus is to identify and execute the best investment and planning strategies for you.

Compensation

  • Fee-Only Advisor.
  • We receive no Mutual Fund or Stock commissions.
  • We do not accept referral fees.
  • We are paid only by our clients.

Safety of Assets

  • Assets are custodied in your name at TradePMR, via a custodial relationship with First Clearing, LLC.
  • Hawkins Capital Advisors has no ability to withdraw funds (except for fees if authorized in writing).
  • Hawkins Capital Advisors is granted a limited power of attorney (LPOA) allowing us to trade the account at our discretion.