Hoover Capital, L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 130419
- Website
- hoovercapital.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hoover Capital, L.L.C. operates as a small, independent registered investment adviser serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm’s investment activity is squarely equity‑focused: its reported assets are concentrated in exchange‑traded equities and managed separately as SMAs. Fee billing is on a percentage‑of‑AUM basis, and the adviser reports providing non‑discretionary services, which indicates clients generally retain trading authority while Hoover Capital provides advice and model recommendations. The firm is not positioned as an ESG investor and does not identify itself as a multi‑state or pension consultant.
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 Equities100%
Contacts
1 of 1
Shane Hoover
Owner, Registered Investment AdvisorCRD 2747095
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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