Hanover Advisors, Inc
Firm details
- Headquarters
- Seneca, South Carolina
- CRD number
- 119655
- Registered since
- June 7, 2004
- Website
- www.hanoveradvisorsinc.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI83.67%
- Individuals15.69%
- Other0.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Hanover Advisors, Inc. is an independent, SEC-registered advisory firm organized as a corporation and operating since 2004. The firm is owner-operated and serves individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Its service menu also includes pension consulting and the publication of periodicals or newsletters. Compensation is primarily fee-based (percentage of AUM) with some additional fee arrangements. The firm has been recognized in industry coverage—Hanover Advisors appeared on FA Magazine’s Top RIA Firms list in 2020. Investment activity and product choices emphasize pooled public funds and ETFs for client portfolios, complemented by allocations to third-party alternative managers.
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
- Public Funds/Mutual Funds82%
- Exchange Traded Equities15%
- US Government Bonds1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Stephen Molyneaux
Chief Investment OfficerCRD 1523114
Contacts
2 of 2Larry Burnette
Financial ConsultantCRD 1391850
Frank Johnson
OwnerCRD 1513031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 107Active vs passive
$278M in ETFs
85%
$237M
4%
$40.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $67.6M | 182,764 | 24.35% |
Location
Seneca, SC
Oconee
Location
Seneca, SC
Headquartered in Seneca, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.
- Metro area
- Greenville-Spartanburg-Anderson, SC
- Region
- South
- County
- Oconee
- Address
- 101 Rockwood Dr
- Time zone
- ET (UTC-5)
- Office locations
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