Hoyt Wealth Management

Overview

Hoyt Wealth Management operates as a small, independent registered investment adviser organized as a sole proprietorship that serves individuals and families. The firm’s primary services are financial planning and discretionary portfolio management for individuals, small businesses and institutional clients. Compensation is flexible—Hoyt Wealth Management charges a mix of percentage-of-AUM, hourly and fixed fees—supporting both ongoing advisory relationships and project-based engagements. On the investment side the adviser leans toward liquid, publicly traded exposures. Exchange-traded equities (including ETFs and listed stocks) are the single largest asset class on the books, and the firm supplements equity allocations with mutual funds. The ADV shows the firm is not positioned as an ESG-focused manager, and it is not structured as a capital allocator to third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices