C
$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-07-2024
- Office Locations
- 1
Office Locations
-- Severna Park MD
About CTG Wealth Management LLC
CTG Wealth Management LLC is a Severna Park, MD-based independent RIA serving retail clients with primarily ETF-focused portfolios complemented by investment-grade corporate and U.S. government/agency bonds and cash. Founder/CEO Michael Hocker leads the practice, with custody through Charles Schwab.
Team overview
-- AVG AGE
$7.5M AVG AUM / ADVISOR
$751.6K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Legacy bridge Ridge value Unison radial
Investment Themes
Focus fusion Foundation
Investment Vehicles
Crest signal
Services
Momentum Optima focus Foundation Wave foundation
Owner & Executives
M
Michael Hocker
Chief Executive Officer, FOUNDER
- CRD
- #7853625
- Ownership
- 75% or more
(812) 879-2774
vertex.meridian@peakcapital.com
in linkedin.com/in/delta-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,515,791 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,515,791 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,515,791
Equity - Exchange:
6.6% Corporate - Investment Grade:
13.3% U.S. Government/Agency:
20.4% Cash:
18.4% Public Funds:
20.6% Sovereign Bonds:
20.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $264,588,380 | 6.6% |
| Corporate - Investment Grade | $533,185,675 | 13.3% |
| U.S. Government/Agency | $817,818,629 | 20.4% |
| Cash | $737,640,332 | 18.4% |
| Public Funds | $825,836,459 | 20.6% |
| Sovereign Bonds | $829,845,373 | 20.7% |
| Total | $4,008,914,848 | 100.0% |