Hochstrat Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,540,789
Clients
27
Advisors
1
of 1 employees
About
Hochstrat Investments LLC provides investment management and comprehensive financial planning to individuals, high‑net‑worth individuals, charitable organizations, and corporations or other businesses. The firm prepares written financial plans and implements client-specific investment strategies, and it also offers educational seminars and speaking engagements on personal finance topics.
Portfolios are assembled through a client-centered process that assesses objectives, time horizon, risk tolerance, liquidity needs and tax considerations, using a mix of passive (index mutual funds and ETFs) and analytic techniques that include fundamental, technical and cyclical analysis. Account supervision is non‑discretionary — the adviser implements plans and recommends trades but does not maintain trading discretion — and the firm reported approximately $3.0 million in non‑discretionary assets under management as of year‑end 2022.
What is notable for a solo independent adviser is the combination of business‑focused services and public education: Hochstrat provides business planning (including employee benefits optimization), insurance reviews as part of financial planning, and seminars that are offered both commercially and occasionally pro‑bono. The firm also participates in TD Ameritrade’s institutional program for custody and operational support, which provides access to institutional custody and service arrangements.
Client services
Expertise
Fee options
$500 per talk for educational seminars/speaking engagements
1% annually
Main office
Midvale ID
Advisors at this office
1
Most active in
Idaho
Also doing business as
Hochstrat Investments · Hochstrat Investments LLC · Kalyn Hochstrat Investment Advisor · Kalyn Hochstrat Investment Advisor LLC
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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