Katherine Wright
Investment Adviser Representative at HUB Investment Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Katherine Wright is an investment adviser representative with HUB Investment Partners, LLC in Daytona Beach, FL, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with First Command Advisory Services. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida and Texas.
Registrations & licenses
- Investment adviser:
- Florida, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Command Financial PlanningNov 2020 – Aug 2022Camp Springs, VA
- Budget Wright Financial CoachingApr 2016 – Nov 2020Fort Collins, CO
- First Command Insurance Services, Inc.Sep 2021 – Aug 2023Fort Worth, TX
- First Command Brokerage Services, Inc.Aug 2022 – Aug 2023Fort Worth, TX
- First Command Advisory Services, Inc.Aug 2022 – Aug 2023Fort Worth, TX
- HUB InternationalAug 2023 – no end date reportedAustin, TX
- HUB Investment Partners, LLCJun 2025 – no end date reportedAustin, TX
Official records & sources
Data as of June 21, 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
- $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.
Client types the firm serves
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 profileOther advisors at HUB Investment Partners, LLC
Showing 12 of 116 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Katherine Wright 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.
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