Hoover Capital, L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,800,000
Clients
27
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$733,333
About
The firm provides fee-based investment advice and portfolio management primarily to individual clients and typically requests a household minimum of $250,000. As of December 31, 2024, it reported managing $9.0 million in individually segregated client accounts held at custodial institutions.
The firm’s investment approach blends proprietary fundamental and technical analysis rooted in a study of financial history to assess where broad asset classes sit within secular market cycles. It emphasizes cycle-based risk management, quarterly account reviews, and may include allocations to precious metals as part of its outlook on currency and balance-sheet risk.
Notably, all client accounts are managed on a non-discretionary basis, so trade execution requires client approval and accounts remain under client control at the custodian — a practice that differs from most independent peers. The sole practitioner aggregates or pre-allocates trades to mitigate conflicts, recommends a low-cost custodian platform based on cost considerations, and delivers regular quarterly reports to clients.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Active portfolio management
Concentrated stock management
Fee options
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001+: 1.00%
Account minimum: $250,000 Fee-only: Fee-based investment management services, fees charged as annual percentage of AUM
Main office location
Hoover Capital, L.L.C.
Issaquah WA, United States
Number of offices
1
Most active in
Hoover Capital, L.L.C. has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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