Hoyl Wealth Management, LLC

RIAState Registered
Total AUM
$24.1M
Discretionary
$24.1M
100% of AUM
Avg account
$223K
Accounts
108
Employees
1
Advisory reps
2

Firm details

Headquarters
Amarillo, Texas
CRD number
330630
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • Individuals68.6%
  • HNWI31.4%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hoyl Wealth Management, LLC operates as an independent, Texas-registered limited liability company focused on individual and family clients. The firm is owned by an individual principal and bills advisory services on a percentage-of-assets-under-management basis. Beyond investment advice and portfolio management for individuals and small businesses, the firm offers financial planning, runs educational seminars and workshops, and provides selection-of-other-advisers services. Insurance brokerage is part of its business activities. The firm identifies as a capital allocator, which aligns with its stated practice of using outside managers when appropriate. Hoyl does not position itself as an ESG investor and is a single-state adviser based in Texas.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, US Government Bonds 9%, Cash & Cash Equivalents 3%88%
  • Exchange Traded Equities88%
  • US Government Bonds9%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Amarillo, TX

Potter

Location

Amarillo, TX

Headquartered in Amarillo, TX, anchoring the Amarillo-Pampa-Borger, TX metro in the South.

Metro area
Amarillo-Pampa-Borger, TX
Region
South
County
Potter
Address
5305 W Interstate 40
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth