HOOVER CAPITAL MANAGEMENT, LLC

Overview

Hoover Capital Management, LLC is a small, fee-based advisory firm that manages concentrated equity portfolios for individual and family clients as well as a limited number of business or institutional accounts. The firm’s stated preference is equities, with the bulk of client assets held in exchange-traded securities. Advisory work is delivered on a discretionary basis and billed as a percentage of assets under management. Hoover Capital does not position itself as an ESG investor and operates primarily within a single state footprint. Investment activity centers on direct exposure to traded equities supplemented by pooled vehicles. The firm appears to favor liquid, exchange-traded instruments for core exposure while using third-party managers to access hedge fund strategies and real estate allocations where appropriate. Services are geared to portfolio management for individuals and small businesses as well as for business or institutional clients.

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Location & Offices