Hoover Capital Management, LLC
Firm details
- Headquarters
- Southlake, Texas
- CRD number
- 283177
- Website
- hcmvalue.com
- Custodians
- INTERACTIVE BROKERS LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.19%
- Individuals35.81%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hoover Capital Management, LLC is a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on fee-based portfolio management for individuals, families and small businesses, with separate account management offered to business or institutional clients as well. It reports managing client assets on a discretionary basis and does not identify itself as an ESG investor, a multistate adviser, or a pension consultant. The firm charges fees based on a percentage of assets under management and appears to position itself as a straightforward equity-oriented manager rather than a capital allocator to bespoke private vehicles. Its advisory activities center on direct portfolio management rather than broader wealth services or institutional consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Emory Hoover
Chief Investment OfficerCRD 1735351
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Southlake, TX
Tarrant
Location
Southlake, TX
Headquartered in Southlake, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 1560 E Southlake Blvd
- Time zone
- CT (UTC-6)
- Office locations
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