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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-23-2009
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between October 23, 2025 and March 28, 2026, reported AUM increased 24.0%, from $635.5M to $788.3M.
Across 5 reported observations, AUM increased 104.2% between November 4, 2022 and March 28, 2026, from $386.0M to $788.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 589 clients, or 589 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Hoey Investments, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
FRANCIS JAMES HOEY
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #2911665
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Hoey Investments, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Hoey Investments, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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