AdFi
KJ

Kevin John Taylor

Investment Adviser Representative at HUB Investment Partners, LLC

Austin, TXCRD #6779003Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
5

Professional summary

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

Kevin John Taylor is an investment adviser representative with HUB Investment Partners, LLC in Austin, TX, where they have been registered since 2025. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Microventure Marketplace Inc. and Charles Schwab & Co., Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.

Office

900 S. Capital Of Tx Highway, Suite 350
Austin, TX 78746

Advisors at this office: 34

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
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 8/4/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 10/10/2017
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/14/2017
Series 24
General Securities Principal Examination
Passed 5/8/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

HUB Investment Partners, LLCCurrent
8/4/2025 – Austin, TX
Microventure Marketplace Inc.
1/15/2020 – 1/22/2025Austin, TX
Charles Schwab & Co., Inc.
9/14/2017 – 12/26/2019Austin, TX

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. Charles Schwab & Co., Inc.
    Apr 2017 – Dec 2019Austin, TX
  2. Unemployed
    Oct 2016 – Apr 2017Austin, TX
  3. MicroVenture Marketplace, Inc.
    Jan 2020 – Jun 2025Austin, TX
  4. HUB Investment Partners, LLC
    Jun 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
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

Other advisors at HUB Investment Partners, LLC

Showing 12 of 116 in the directory

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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. Kevin John Taylor 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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