H
$8.3M Total AUM
$8.3M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Frontier
- Established Date
- 06-01-2017
- Office Locations
- 1
Office Locations
2605 Sagebrush Drive Suite 109 Flower Mound TX
About Hoover Capital Management, LLC
Hoover Capital Management (HCM Value) is a Texas-based RIA focused on contrarian value investing, building portfolios of durable, mispriced businesses and real, cash-flowing assets with selective international exposure. The firm serves entrepreneurs and retirees with investment management and financial planning, often implemented primarily with ETFs, with custody commonly at Interactive Brokers.
Team overview
62 AVG AGE
$8.3M AVG AUM / ADVISOR
$926.1K AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
9yrs Firm Age
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Asset Classes
Focus Wave Beacon Harbor harbor
Client Personas
Meridian
Investment Vehicles
Quantum
Services
Vital timber Fusion Prime Fusion Oak
Technology
Radial optima
Owner & Executives
E
EMORY CLIFTON HOOVER JR
Chief Executive Officer, Chief Investment Officer, Managing Member
- CRD
- #1735351
- Ownership
- 75% or more
(455) 662-9431
beacon.glacier@embercapital.com
in linkedin.com/in/momentum-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,334,553 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,334,553 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,334,553
Equity - Exchange:
16.5% Cash:
83.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $811,495,165 | 16.5% |
| Cash | $4,106,657,351 | 83.5% |
| Total | $4,918,152,516 | 100.0% |