Hoyl Wealth Management, LLC

RIAState Registered
Total AUM
$24.1M
Discretionary
$24.1M
100% of AUM
Avg account
$223K
Accounts
108
Employees
1
Advisory reps
2

Firm details

Headquarters
Amarillo, Texas
CRD number
330630
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • Individuals68.6%
  • HNWI31.4%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hoyl Wealth Management, LLC is an independent, Texas-based RIA organized as an LLC and owned by an individual advisor. The firm focuses on serving individuals and families, charging fees based on a percentage of assets under management. Core services include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars. Hoyl also operates as an insurance broker, indicating an overlap between investment advice and insurance solutions. The firm describes itself as a capital allocator, using external managers as part of its client strategies. Hoyl does not identify as an active ESG investor and is state-registered in Texas rather than operating as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, US Government Bonds 9%, Cash & Cash Equivalents 3%88%
  • Exchange Traded Equities88%
  • US Government Bonds9%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Derrick Caldwell

    Derrick Caldwell

    Chief Operating OfficerCRD 7888876

Contacts

1 of 1
  • Stephen Hoyl

    Founding MemberCRD 2131738

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Amarillo, TX

Randall

Location

Amarillo, TX

Headquartered in Amarillo, TX, anchoring the Amarillo-Pampa-Borger, TX metro in the South.

Metro area
Amarillo-Pampa-Borger, TX
Region
South
County
Randall
Address
2620 S Kentucky St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth