Steven Ronald Hoak
Advisor at ARIS Capital Strategies, LLC — Angier, NC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
12 years
Location
Angier, NC
ARIS Capital Strategies, LLC
Supported
Total advisors
2Clients per advisor
37 TypicalAvg AUM per client
$164,384 Very LowHNW client ratio
7% Very LowSteven Hoak is a financial advisor at ARIS Capital Strategies, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Lifetime Financial Inc and SRHIncome. Hoak is also the President of Agent Value Proposition, LLC, where he acts as a licensed insurance agent offering commissionable products. ARIS Capital Strategies provides retirement income planning and non-discretionary investment guidance to individuals and high-net-worth clients. The firm integrates commission-funded fixed annuity solutions with passively managed, low-cost investment vehicles and operates on a zero-fee business model, deriving compensation primarily through insurance commissions.
Based on ARIS Capital Strategies, LLC
Compensation derived solely from commissions paid by insurance carriers in connection with the sale of insurance products, including fixed annuities. No advisory or asset-based fees charged.
Angier, NC
Angier NC
Advisors at this office
2
North Carolina
12 years of industry experience
ARIS Capital Strategies, LLC
2023 - Present • 3 years
Raliegh, NC
Agent Value Proposition, LLC
2018 - Present • 8 years
Raliegh, NC
Lifetime Financial Inc
2017 - 2023 • 6 years
Newport Beach, CA
SRHIncome
2016 - 2017 • 1 year
Manchester, NH
Tlg Advisors, Inc.
2015 - 2016 • 1 year
Brookstone Wealth Advisors, LLC
2014 - 2015 • 1 year
Manchester, NH
Horter Investment Management, LLC
2013 - 2014 • 1 year
NH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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