A complete list of active advisors currently associated with Hoover Capital Management, LLC

Warmer can help you find a great advisor at Hoover Capital Management, LLC or one who fits your needs even better.

Hoover Capital Management provides ongoing asset management and portfolio management services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and corporate/business clients. Services are delivered through separately custodied accounts and include the firm’s Global Value Opportunities equity strategy and implementation support. The firm’s investment approach follows a value philosophy that combines quantitative screening to identify investment candidates with detailed fundamental analysis, focusing on U.S. and non‑U.S. common stocks generally above $100 million market capitalization and an emphasis on income‑producing names. Portfolios may include ETFs, exchange‑listed and OTC securities, can allocate up to 50% of equity exposure to emerging markets, and are managed on a discretionary or non‑discretionary basis with the ability for clients to impose reasonable restrictions. Noteworthy for a small independent adviser, Hoover Capital Management states that it provides portfolio management for corporate and institutional‑type clients as well as individuals, a client mix that is uncommon among peers. The firm requires clients to custody assets at specified broker‑dealers (primarily Interactive Brokers) for operational and compliance reasons, maintains written proxy‑voting and pro rata trade‑allocation policies, and manages roughly $8.3 million across nine client accounts with a $100,000 account minimum.

To learn more about the advisors currently working at Hoover Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.