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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-1972
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 21, 2025 and February 9, 2026, reported AUM increased 2.6%, from $275.4M to $282.5M.
Across 5 reported observations, AUM increased 6.3% between March 16, 2022 and February 9, 2026, from $265.6M to $282.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 74 clients, or 37 clients per representative. That equates to $3.8M in reported AUM per client.
The profile lists 1 reported office location and 54 years in operation. The source data was last updated on February 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Investment Themes
- Investment Vehicles
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Owner & Executives
RICHARD CHARLES HOERTKORN
Chief Compliance Officer, Investment Advisor
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Hoertkorn Richard Charles has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Hoertkorn Richard Charles's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.