ONE HOPPER ASSET MANAGEMENT

Overview

One Hopper Asset Management is a small, owner-operated independent RIA structured as a sole proprietorship and registered with the SEC in 2022. The firm serves individual, family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars. As a registered representative of a broker-dealer and an insurance broker, the firm mixes advisory services with transaction and insurance-product access, which shapes its product set and distribution options. Investment activity centers on liquid public-market exposures, with a meaningful allocation to exchange-traded equities and ETFs for core holdings. The firm charges a blend of percentage-of-AUM fees and hourly rates, and it manages client portfolios on a fully discretionary basis. One Hopper is not positioned as an ESG-focused advisor and does not report multi-state advisory registration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices