DFX Intelligence

Data Factory

RIA / WealthAdvisor38 years in industry

GARY MICHAEL SMITH

Advisor at HUB INVESTMENT PARTNERS, LLC

AUSTIN, TX | BRIGHTON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e5c2da6a-4ce5-bec2-5194-290c540feb66

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 8, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HUB INVESTMENT PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 25, 1987earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Nov 25, 1987
First registration: May 8, 2015
Dual registered: no
IAPD individual key: 1761125

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HUB INVESTMENT PARTNERS, LLC	Independent wealth	Jan 6, 2026	n/a	yes	BRIGHTON, MI\|AUSTIN, TX	Current employment
HUB INVESTMENT ADVISORS, INC	Former SEC adviser	Dec 1, 2022	Mar 30, 2026	no	OMAHA, NE\|BRIGHTON, MI	Previous registration
GRACE AND PORTA FINANCIAL SERVICES, LLC	n/a	Dec 15, 2016	Dec 23, 2022	no	BRIGHTON, MI	Previous registration
WEALTH TEAMS ALLIANCE	Independent wealth	May 8, 2015	Mar 2, 2017	no	NOVI, MI\|IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HUB INVESTMENT ADVISORS, INC	HUB INVESTMENT PARTNERS, LLC	Mar 30, 2026	Jan 6, 2026	-83	Firm change after gap	Other
GRACE AND PORTA FINANCIAL SERVICES, LLC	HUB INVESTMENT ADVISORS, INC	Dec 23, 2022	Dec 1, 2022	-22	Firm change	Other
WEALTH TEAMS ALLIANCE	GRACE AND PORTA FINANCIAL SERVICES, LLC	Mar 2, 2017	Dec 15, 2016	-77	Firm change after gap	Other

Relationships

Registered with (4)

→ HUB INVESTMENT PARTNERS, LLCRegistered adviserregistration: current employment
Jan 6, 2026 to presentfactForm ADV
→ HUB INVESTMENT ADVISORS, INCRegistered adviserregistration: previous registration
Dec 1, 2022 to Mar 30, 2026factForm ADV
→ GRACE AND PORTA FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 15, 2016 to Dec 23, 2022factForm ADV
→ WEALTH TEAMS ALLIANCERegistered adviserregistration: previous registration
May 8, 2015 to Mar 2, 2017factForm ADV

Dated events

Occurred
Mar 30, 2026
Advisor changed firm
Gary Michael Smith left Hub Investment Advisors, Inc for Hub Investment Partners, Llc (registered 2026-01-06)
Form ADVobserved 4 days ago
Occurred
Dec 23, 2022
Advisor changed firm
Gary Michael Smith left Grace And Porta Financial Services, Llc for Hub Investment Advisors, Inc (registered 2022-12-01)
Form ADVobserved 4 days ago