Hoyle Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
Hoyle Capital, LLC provides discretionary portfolio management and investment services primarily to accredited and high-net-worth investors, typically through managed accounts and pooled investment arrangements rather than mass retail relationships. The firm offers active portfolio management and coordinates fee billing through clients' custodians when authorized.
The firm’s investment process is driven by a quantitative screening tool built from roughly 50 years of market data to identify trend changes and implement tactical asset-allocation decisions intended to extract alpha; it draws on third-party market data sources and may incorporate options and private-placement opportunities within client strategies. Hoyle Capital generally seeks discretionary trading authority, maintains written diversification limits for client portfolios, and conducts formal reviews on a regular basis.
Noteworthy aspects relative to peers include an alternative compensation option that links adviser compensation to performance against a long-term S&P 500 benchmark with a high-water mark, and a business model focused on accredited investors and pooled vehicles with an explicitly disclosed minimum-account approach and occasional waivers. The firm was newly formed at the time of the brochure with no reported assets under management and participates in an institutional custodian platform; it also discloses paid solicitor arrangements for client referrals.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Maximum annual performance fee of 30% for qualified clients, charged only if portfolio outperforms 20-year equivalent rate of return of the S&P 500 index.
Account minimum: $250,000
Main office location
Hoyle Capital, LLC
Spring TX, United States
Number of offices
1
Most active in
Hoyle Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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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