Hoyl Wealth Management, LLC
Firm details
- Headquarters
- Amarillo, Texas
- CRD number
- 330630
- Website
- hoylfinancialgroup.com
- 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
FINTRXOverview
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
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 Equities88%
- US Government Bonds9%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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