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Gary Michael Smith

Investment Adviser Representative at HUB Investment Partners, LLC

Brighton, MICRD #1761125Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gary Michael Smith is an investment adviser representative with HUB Investment Partners, LLC in Brighton, MI, where they have been registered since 2026. They have worked in the securities industry since 2015 and have been registered with 4 firms, including HUB Investment Advisors, Inc and Grace and Porta Financial Services, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Michigan and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/28/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 11/25/1987
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/25/1987

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

HUB Investment Partners, LLCCurrent
1/6/2026 – Brighton, MI
HUB Investment Advisors, Inc
12/1/2022 – 3/30/2026Brighton, MI
Grace AND Porta Financial Services, LLC
12/15/2016 – 12/23/2022Brighton, MI
OAK Grove
5/8/2015 – 3/2/2017Novi, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. OAK Grove, LLC
    Apr 2015 – Nov 2016Barrington, RI
  2. HUB International (Formerly GRACE & PORTA BENEFITS INC)
    Feb 2015 – no end date reportedBrighton, MI
  3. Grace and Porta Financial Services, LLC
    Dec 2016 – Nov 2022Brighton, MI
  4. HUB Investment Advisors, Inc.
    Nov 2022 – Mar 2026Omaha, NE
  5. HUB Investment Partners, LLC
    Dec 2025 – no end date reportedAustin, TX

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About HUB Investment Partners, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • $0 - $99,999.991.50%
  • $100,000 - $999,999.991.25%
  • $1,000,000 - $2,999,999.991.00%
  • $3,000,000 - $6,999,999.990.75%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Active Investment Management, Retirement Income Planning, Tax-Efficient Strategies, Estate & Legacy Guidance, and Risk & Insurance Assessment.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementFinancial PlanningRetirement Income PlanningTax-efficient StrategiesEstate PlanningLegacy GuidanceRisk AssessmentInsurance AssessmentFiduciaryTexas LandownersLocal Business Owners

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
116
Offices listed on AdvisorFinder:
10
Main office:
Austin, TX
SEC file number:
801-118346

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 14, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gary Michael Smith has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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