HANOVER ADVISORS, INC
Firm details
- Headquarters
- SENECA, South Carolina
- CRD number
- 119655
- Registered since
- June 7, 2004
- Website
- www.hanoveradvisorsinc.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI83.67%
- Individuals15.69%
- Other0.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Hanover Advisors, Inc. is an independent, SEC-registered registered investment adviser operating since 2004 and owned by an individual principal. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and periodical publications. Compensation is billed on a percentage-of-AUM basis and through other fee arrangements. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities15%
- US Government Bonds1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1STEPHEN MOLYNEAUX
Chief Investment OfficerCRD 1523114
Contacts
2 of 2LARRY BURNETTE
Financial ConsultantCRD 1391850
FRANK JOHNSON
OwnerCRD 1513031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$249M in ETFs
85%
$211M
4%
$37.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $59.1M | 184,267 | 23.74% |
Location
SENECA, SC
OCONEE
Location
SENECA, SC
Headquartered in SENECA, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.
- Metro area
- Greenville-Spartanburg-Anderson, SC
- Region
- South
- County
- OCONEE
- Address
- 101 Rockwood Dr
- Time zone
- ET (UTC-5)
- Office locations
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