$788.3M Total AUM
$788.3M Disc. AUM
39.8% 3Y CAGR
5 Employees
589 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-23-2009
- Office Locations
- 1
Office Locations
1000 Brandywine Creek Rd. Coatesville PA
About Hoey Investments, Inc.
Hoey Investments, Inc. (founded 2008) is an independent, fiduciary RIA in Coatesville, PA providing customized financial planning and discretionary portfolio management. The firm emphasizes macro monitoring, ongoing rebalancing, and risk-aware positioning in volatile markets, with ETF-centric implementation and Charles Schwab & Co. custody supporting retail and institutional relationships.
Team overview
53 AVG AGE
$788.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
16.7 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
F
FRANCIS JAMES HOEY
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #2911665
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $788,296,206 | $507,269 |
| Non-Discretionary | $0 | -- |
| Total | $788,296,206 | $507,269 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
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13F Holdings | Q2 2026
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| Available | Available | Available | Available | Available | Available |
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