Hanover Square Wealth Advisors LLC

Overview

Hanover Square Wealth Advisors LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2025) and serves both individual/family clients and institutional relationships. Its service set includes financial planning, portfolio management for individuals and small businesses, and pension consulting, and it also operates as an insurance broker — a capability that supports placement of annuities and other insurance-based products. Hanover Square charges a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements depending on the engagement. The firm does not position itself as a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives