Hoover Capital Management, LLC

RIASEC Registered
Total AUM
$8.3M
Discretionary
$8.3M
100% of AUM
Avg account
$641K
Accounts
13
Employees
1
Advisory reps
1

Firm details

Headquarters
Southlake, Texas
CRD number
283177
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

FINTRX

Overview

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

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 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Emory Hoover

    Emory Hoover

    Chief Investment OfficerCRD 1735351

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth