RH
Robert L. Hughes
SB ADVISORY
Grand Rapids, MI 49503
Some features on this profile are disabled
CRD#: 1403806
RH
Professional summary
Robert Linhart Hughes JR, AIF®, who also goes by Bob Hughes, Robert Linhart Hughes Jr, Robert Linhart Hughes, is a registered financial advisor currently at SB ADVISORY, LLC located in Grand Rapids, Michigan and SAN BLAS SECURITIES LLC located in Grand Rapids, Michigan.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Robert has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Hughes | Robert Linhart Hughes Jr | Robert Linhart Hughes
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) FRIENDS OF WEST MI PAC, PAC FOR GRAND RAPIDS, Board member, volunteer, April 2006 to present, 2 hours per month, 2 hours during trading, not compensated, not investment related, serve on board, interview, recommend and vote which candidates are endorsed by the Chamber of Grand Rapids. 2) Grand Rapids Gran Fondo, Charity/nonprofit, Board member, volunteer, position goes back to 2006 current name began August 2022, 10 hours per month, 10 hours during trading, not investment related, founder/organizer of events; 3) Advantage Benefits Group Inc., agent/corporate officer-President/employee, majority owner, DBA, investment related, September 1997 to present, 160 hours per month, 140 hours during trading, earn commissions, manage, train and sell, owner of employee benefits firm focused on health plans, retirement and executive benefits. Sell benefits + paid by ABG; 4) Michigan Trails Fund, Charity/non-profit, 1213 Center St., Suite D, Lansing, MI 48906, Board member - volunteer, not investment related, August 2020 to present, 2 hours per month, 2 hours during trading, not compensated, help promote bike riding trails in Michigan. 6) Armed Forces Thanksgiving, 1 Ionia Ave SW, Grand Rapids, MI 49503, Co-Chair, Charity/Non-Profit, not investment related, January 2016 to present, 6 hours per month, 3 hours during trading, Lead the meetings and assist in selecting the speakers. Board decides which veteran organizations to support. Grand Rapids Chamber and Foundations Board member and Executive committee 2022
CRS (Client Relationship Summary) - RIA
Click below to view Robert Linhart Hughes JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
July 18, 2025 - Present
SB ADVISORY, LLC
Office #1: 1 Ionia Ave. Sw, Suite 300, Grand Rapids, MI 49503Office #2: 12935 S West Bay Shore Dr., Traverse City, MI 49684-6298RIA
CRD#: 154680
Grand Rapids, MI
Current
July 17, 2025 - Present
SAN BLAS SECURITIES LLC
Office #1: 1 Ionia Ave Sw Suite 300, Grand Rapids, MI 49503BD
CRD#: 290605
Grand Rapids, MI
Past
August 3, 2023 - July 16, 2025
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
Traverse City, MI
Past
August 3, 2023 - July 16, 2025
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
Traverse City, MI
Past
September 1, 2017 - July 17, 2023
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
Grand Rapids, MI
Past
January 18, 1989 - July 17, 2023
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
Grand Rapids, MI
Past
March 21, 1986 - January 23, 1989
CENTENNIAL FINANCIAL SERVICES, INC.
BD
CRD#: 15819
Past
November 21, 1985 - March 24, 1986
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SB ADVISORY, LLC
ADVANCED ASSET SOLUTIONS, LLC | TREESE INVESTMENTS LLC | THE HENDERSON FINANCIAL GROUP & (HYACINTHHENDERSON.COM) | THE FINANCIAL ARCHITECTS (FINANCIALARCHITECTS-USA.COM) | SUMMIT ROCKWALL WEALTH MANAGERS | SMITH BERNSTEIN | SHEBAR FINANCIAL, LLC | SB ADVISORY, LLC | SANTA FE WEALTH ADVISORS | ROBERT BULLOCH WEALTH MANAGEMENT LLC (ROBERTBULLOCH.COM) | RNL FINANCIAL, LLC | RCA ADVISORY SERVICES, LLC | PRO FINANCIAL GROUP, LLC | PNW ADVISORY | NERGARD WEALTH MANAGEMENT LLC | MOHLMAN WEALTH MANAGEMENT | IFS ADVISORY, LLC | GREEN STREET WEALTH ADVISORY | GRABE FINANCIAL SERVICES INC | FERIS FINANCIAL, LLC | EM FINANCIAL SERVICES | DEEMER WEALTH MANAGEMENT, LLC | CORTO FINANCIAL GROUP, LLC | CLARITY CAPITAL MANAGEMENT CORP | BRYAN EDWARDS WEALTH MANAGEMENT | BRENNAN FRANCIS | BOWMAN WEALTH MANAGEMENT LLC | ARNETT FINANCIAL SERVICES GROUP, LLC | ARBOR WEALTH MANAGEMENT | ADVANCED FINANCIAL CONCEPTS, INC.
CRD#: 154680 / SEC#: 801-77380
RIA
Registered Investment Advisory firm - (12/4/2012 Approved)Arkansas
Registered Investment Advisory firm - (12/31/2012 Terminated)California
Registered Investment Advisory firm - (12/31/2012 Terminated)Colorado
Registered Investment Advisory firm - (1/3/2013 Terminated)Florida
Registered Investment Advisory firm - (12/31/2012 Terminated)Indiana
Registered Investment Advisory firm - (12/31/2012 Terminated)Maryland
Registered Investment Advisory firm - (12/31/2012 Terminated)Missouri
Registered Investment Advisory firm - (8/19/2014 Terminated)Nevada
Registered Investment Advisory firm - (12/31/2012 Terminated)New Jersey
Registered Investment Advisory firm - (1/2/2013 Terminated)New Mexico
Registered Investment Advisory firm - (12/31/2012 Terminated)North Carolina
Registered Investment Advisory firm - (12/31/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/31/2012 Terminated)Puerto Rico
Registered Investment Advisory firm - (12/31/2012 Terminated)Tennessee
Registered Investment Advisory firm - (12/31/2012 Terminated)Texas
Registered Investment Advisory firm - (12/3/2013 Terminated)Utah
Registered Investment Advisory firm - (12/31/2012 Terminated)Virginia
Registered Investment Advisory firm - (12/31/2012 Terminated)West Virginia
Registered Investment Advisory firm - (12/31/2012 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/17/2025)
RR
Florida(7/24/2025)
RR
Illinois(7/17/2025)
RR
Indiana(7/17/2025)
IAR
Indiana(7/18/2025)
RR
Michigan(7/17/2025)
IAR
Michigan(7/18/2025)
RR
North Carolina(7/18/2025)
RR
Wisconsin(8/13/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SA
SB ADVISORY, LLC
ADVANCED ASSET SOLUTIONS, LLC | TREESE INVESTMENTS LLC | THE HENDERSON FINANCIAL GROUP & (HYACINTHHENDERSON.COM) | THE FINANCIAL ARCHITECTS (FINANCIALARCHITECTS-USA.COM) | SUMMIT ROCKWALL WEALTH MANAGERS | SMITH BERNSTEIN | SHEBAR FINANCIAL, LLC | SB ADVISORY, LLC | SANTA FE WEALTH ADVISORS | ROBERT BULLOCH WEALTH MANAGEMENT LLC (ROBERTBULLOCH.COM) | RNL FINANCIAL, LLC | RCA ADVISORY SERVICES, LLC | PRO FINANCIAL GROUP, LLC | PNW ADVISORY | NERGARD WEALTH MANAGEMENT LLC | MOHLMAN WEALTH MANAGEMENT | IFS ADVISORY, LLC | GREEN STREET WEALTH ADVISORY | GRABE FINANCIAL SERVICES INC | FERIS FINANCIAL, LLC | EM FINANCIAL SERVICES | DEEMER WEALTH MANAGEMENT, LLC | CORTO FINANCIAL GROUP, LLC | CLARITY CAPITAL MANAGEMENT CORP | BRYAN EDWARDS WEALTH MANAGEMENT | BRENNAN FRANCIS | BOWMAN WEALTH MANAGEMENT LLC | ARNETT FINANCIAL SERVICES GROUP, LLC | ARBOR WEALTH MANAGEMENT | ADVANCED FINANCIAL CONCEPTS, INC.
CRD#: 154680 / SEC#: 801-77380
RIA
Registered Investment Advisory firm - (12/4/2012 Approved)Arkansas
Registered Investment Advisory firm - (12/31/2012 Terminated)California
Registered Investment Advisory firm - (12/31/2012 Terminated)Colorado
Registered Investment Advisory firm - (1/3/2013 Terminated)Florida
Registered Investment Advisory firm - (12/31/2012 Terminated)Indiana
Registered Investment Advisory firm - (12/31/2012 Terminated)Maryland
Registered Investment Advisory firm - (12/31/2012 Terminated)Missouri
Registered Investment Advisory firm - (8/19/2014 Terminated)Nevada
Registered Investment Advisory firm - (12/31/2012 Terminated)New Jersey
Registered Investment Advisory firm - (1/2/2013 Terminated)New Mexico
Registered Investment Advisory firm - (12/31/2012 Terminated)North Carolina
Registered Investment Advisory firm - (12/31/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/31/2012 Terminated)Puerto Rico
Registered Investment Advisory firm - (12/31/2012 Terminated)Tennessee
Registered Investment Advisory firm - (12/31/2012 Terminated)Texas
Registered Investment Advisory firm - (12/3/2013 Terminated)Utah
Registered Investment Advisory firm - (12/31/2012 Terminated)Virginia
Registered Investment Advisory firm - (12/31/2012 Terminated)West Virginia
Registered Investment Advisory firm - (12/31/2012 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184
Mailing Address
Phone number
(404) 704-0406
Established
Firm type
Fiscal year end
# of Employees
29
SEC notice filing (47 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,540 |
| AUM (Assets Under Management) | $ 404,771,341 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SB ADVISORY, LLC
CRD#: 154680Grand Rapids, MI 49503TRUST BUT VERIFY
Monitor Robert Hughes
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
