Hoover Capital, L.L.C.

RIASEC Registered
Total AUM
$19.8M
Discretionary
$0
0% of AUM
Avg account
$450K
Accounts
44
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
130419
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Hoover Capital, L.L.C. operates as a small, independent registered investment adviser serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm’s investment activity is squarely equity‑focused: its reported assets are concentrated in exchange‑traded equities and managed separately as SMAs. Fee billing is on a percentage‑of‑AUM basis, and the adviser reports providing non‑discretionary services, which indicates clients generally retain trading authority while Hoover Capital provides advice and model recommendations. The firm is not positioned as an ESG investor and does not identify itself as a multi‑state or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Shane Hoover

    Shane Hoover

    Owner, Registered Investment AdvisorCRD 2747095

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth