# HUB INVESTMENT ADVISORS, INC

HUB INVESTMENT ADVISORS, INC of OMAHA, NE is an SEC-registered investment adviser.

## Registration

- CRD: 164600
- Type: SEC-registered investment adviser
- SEC file number: 801-76898
- Location: 11516 MIRACLE HILLS DR., SUITE 100, OMAHA, NE, 68154
- Phone: 402-964-5400
- Latest filing: 2026-01-08
- Regulatory AUM: $2.1B
- Discretionary AUM: $480.4M
- Non-discretionary AUM: $1.6B
- Clients: 9
- Accounts: 529

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Greg Lee Koleno | DIRECTOR; RPW COO | — |
| Mariane Ashley Lee | INTERIM CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Donald Sharp | CHIEF EXECUTIVE OFFICER AND PRESIDENT | — |
| Adam Sokolic | VICE PRESIDENT | — |
| MAYS ELISABETH MARIE | CHIEF COMPLIANCE OFFICER | — |
| REICH ANDREW | PRESIDENT | — |
| DENOYIOR JOSEPH FREDRICK | PRESIDENT, HUB RETIREMENT AND PRIVATE WEALTH | — |
| NELSON CASEY H | PRESIDENT; SHAREHOLDER | — |
| SORRENTINO ANTHONY JOSEPH | CHIEF COMPLIANCE OFFICER, SECRETARY | — |
| SHARP JEFFREY DONALD | CEO; CHIEF EXECUTIVE OFFICER AND PRESIDENT; PRESIDENT (+2 more) | — |
| VONRIESEN THOMAS JOHN | TREASURER | — |
| NELSON JOHN PHILLIP | SHAREHOLDER | — |
| Sokolic Adam | VICE PRESIDENT; VICE PRESIDENT, COO HUB RETIREMENT AND PRIVATE WEALTH | — |
| LEE MARIANE ASHLEY | INTERIM CHIEF COMPLIANCE OFFICER | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| OMAHA | NE | 5 | 402-964-5594 |
| OMAHA | NE | 5 | 402-964-5594 |
| COUNCIL BLUFFS | IA | 1 | 712-325-1717 |
| — | — | 1 | 4029645416 |
| COUNCIL BLUFFS | IA | 1 | 712-325-1717 |
| — | — | 1 | 4029645416 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164600/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164600/similar
- Related entities: https://search.stillhousedata.com/firm/164600/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164600

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.