Katherine Wright
Financial advisor at Hub Investment Partners, LLC · Austin, TX
Last updated 2026-10-10
Claim your profileKatherine Wright is a financial advisor at Hub Investment Partners, LLC in Austin, TX, CRD 6163952. Licenses and exams on the registration: Series 66. IAPD registration began 2022-08-23.
Registration
- CRD number
- 6163952
- Registration status
- Active
- IAPD registration
- 2022-08-23
- Industry Experience
- 4 years
- Work Experience
- 10 years
- States registered
- FL, TX
Licenses and exams
- Series 66
Work history
- 2020-11 to 2022-08 · First Command Financial Planning · Camp Springs, VA
- 2016-04 to 2020-11 · Budget Wright Financial Coaching · Fort Collins, CO
- 2021-09 to 2023-08 · First Command Insurance Services, Inc. · Fort Worth, TX
- 2022-08 to 2023-08 · First Command Brokerage Services, Inc. · Fort Worth, TX
- 2022-08 to 2023-08 · First Command Advisory Services, Inc. · Fort Worth, TX
- 2023-08 to Present · Hub International · Austin, TX
- 2025-06 to Present · Hub Investment Partners, LLC · Austin, TX
Current employment
- Hub Investment Partners, LLC · Austin, TX
Hub Investment Partners, LLC
- Regulatory AUM
- $11,878,526,853
- Registered advisors
- 118
- Offices
- 51
- Clients per advisor
- 51.9 (Low)
- Average AUM per client
- $1.9M (Low)
- High-net-worth client ratio
- 16.4% (Moderate)
Hub Investment Partners, LLC: advisors, services and reported ETF investments
About
Katherine Wright is a financial advisor at Hub Investment Partners, LLC in Austin, TX. Reported securities licenses include Series 66. The latest record indicates 4 years of industry experience and 10 years of reported work history.
Hub Investment Partners, LLC's firm-level Form ADV reports 118 advisors across 51 offices; approximately 51.9 clients per advisor, average assets per client of $1,938,718, and regulatory AUM of $11.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pension and profit-sharing plans, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, and Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $2B across 315 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Katherine Wright personally.
Reported ETF positions
Hub Investment Partners reports 315 ETF positions worth $2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTI — Vanguard Morningstar Total Stock Market ETF | $146.8M |
| AVLV — Avantis U.S. Large Cap Value ETF | $110M |
| SGOV — iShares 0-3 Month Treasury Bond ETF | $69.7M |
| AVDE — Avantis International Equity ETF | $65.7M |
| FBND — Fidelity Total Bond ETF | $64.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Hub Investment Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $12.2M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $12.2M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $42.6M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $12.9M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Hub Investment Partners, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
- Pension Consultant
Location
900 S. Capital of Tx Highway, Austin, TX 78746
118 advisors at this office.
Contact
The firm's filed contact details.
Official record
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