Hoctor Financial Group, LLC

Overview

Hoctor Financial Group, LLC is a small, fee-based advisory firm focused on portfolio management for individuals, families and small businesses. The firm manages client assets on a discretionary basis and favors liquid, exchange-traded exposure as the primary equity sleeve while supplementing portfolios with mutual funds, corporate debt and annuity solutions where appropriate. Hoctor Financial Group charges a percentage-of-AUM advisory fee and does not report an active ESG investment program. The adviser’s client mix and product choices indicate a practical, income- and risk-managed approach tailored to high-net-worth households and closely held business owners.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices