HOOVER PRIVATE WEALTH, LLC

Overview

Hoover Private Wealth, LLC is an independent registered investment adviser that manages investment programs for individuals, families and select institutional clients. The firm offers financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses and larger business or institutional accounts. It also acts as a capital allocator through selection of other advisers, which indicates a manager-of-managers approach when clients require access to external strategies. Fee arrangements combine a percentage-of-AUM model with fixed fees, and the firm does not position itself as an ESG-focused manager. The most prominent allocation preference is toward publicly offered pooled vehicles — public funds and mutual funds — suggesting Hoover Private Wealth structures core portfolios around diversified mutual fund sleeves rather than an emphasis on concentrated single-stock strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices