H
CRD: 104649
Hoertkorn Richard Charles
Kentfield, CA, 94904
4154828899
$282.5M Total AUM
$282.5M Disc. AUM
-- 3Y CAGR
2 Employees
74 ADV. Clients
54 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-1972
- Office Locations
- 1
Office Locations
1112 SIR Francis Drake Blvd. Kentfield CA
About Hoertkorn Richard Charles
Hoertkorn Richard Charles is a Kentfield-based RIA. The firm has been operating for 54 years. Managing $282.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$141.2M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
54.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
54yrs Firm Age
Insights
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Asset Classes
Alpha
Investment Themes
Ridge glacier
Investment Vehicles
Element beacon
Owner & Executives
R
RICHARD CHARLES HOERTKORN
Chief Compliance Officer, Investment Advisor
- CRD
- --
- Ownership
- 75% or more
(932) 456-5919
north.beacon@ridgecapital.com
in linkedin.com/in/eagle-alpha
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $282,468,089 | $3,530,851 |
| Non-Discretionary | $0 | -- |
| Total | $282,468,089 | $3,530,851 |
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Separately Managed Accounts
Total SMA Asset: $282,468,089
Equity - Exchange:
45.7% Cash:
54.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,018,901,441 | 45.7% |
| Cash | $2,398,826,001 | 54.3% |
| Total | $4,417,727,442 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE RADIAL VITAL | MERIDIAN HORIZON | 34XCB31ZO | PAGW | 11.65% | $113,622,432 |
| VECTOR OPTIMA | PRIME MOMENTUM | FGSXMC95Z | VZRB | 1.33% | $67,995,634 |
| OPTIMA INSIGHT CAPITAL | VERTEX EMBER | 7KL66ZK8Z | XFWE | 6.20% | $22,231,871 |
| CATALYST VECTOR WAVE | HARBOR CAPITAL | 95ZP3M2FD | KUOP | 8.86% | $88,611,428 |
| FOUNDATION FUSION CREST | MATRIX PRIME | 7CCUR8RT8 | UVWSL | 6.12% | $19,783,444 |
| VECTOR FOCUS OPTIMA | MERIDIAN HARBOR | 3L2VP7V5X | MGQ | 8.60% | $84,783,142 |
| VITAL DELTA OAK | FRONTIER ZENITH | KMXTJ46NF | GCX | 11.96% | $66,791,142 |
| MATRIX WAVE UNISON | FOCUS CAPITAL | PA6FDDTT9 | MRLG | 6.54% | $56,861,791 |