$41.0M Total AUM
$41.0M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-10-2004
- Office Locations
- 1
Office Locations
3730 Kirby Drive Suite 1200 Houston TX
About Hoctor Financial Group, LLC
Hoctor Financial Group is an independent, fee-based RIA led by David R. Hoctor, CFP®, AIF®. The firm pairs discretionary investment management with comprehensive, written financial planning—covering retirement planning and tax- and estate-related considerations (without selling those products). Portfolios primarily use ETFs and public funds and are custodied at Charles Schwab.
Team overview
50 AVG AGE
$41.0M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
19.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Vital
Custodian
Insight eagle Zenith foundation Glacier Glacier
Investment Themes
Unison alpha Alpha pioneer Catalyst Zenith
Investment Vehicles
Capital
Services
Pathway north Capital Peak North Catalyst legacy
Owner & Executives
DAVID ROBERT HOCTOR II
Owner
- CRD
- #2630184
- Ownership
- 75% or more
(987) 259-5540
capital.timber@glaciercapital.com
in linkedin.com/in/pioneer-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,000,000
Equity - Exchange:
33.8% Public Funds:
19.0% Cash:
47.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,181,582,026 | 33.8% |
| Public Funds | $1,226,333,092 | 19.0% |
| Cash | $3,046,469,575 | 47.2% |
| Total | $6,454,384,693 | 100.0% |