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- Custodian
- Bank OF America · Fidelity/NFS
- Clients
- Retail
- Platforms
- Ember vertexRadial
- Established Date
- 03-01-2024
- Office Locations
- 1
Office Locations
About Hoyl Wealth Management, LLC
Hoyl Financial is an independent Texas firm focused on retirement income planning for individuals nearing or in retirement, with tax planning, insurance planning, and estate & legacy planning. Led by Steve Hoyl (30+ years’ experience), the team emphasizes fixed insurance/annuity-based strategies and reaches retirees through its weekly “Retire Texas Style” radio show and retirement education classes.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Owner & Executives
STEPHEN TED HOYL
Financial Professional, Owner
- CRD
- --
- Ownership
- 75% or more
DERRICK JUSTIN CALDWELL
Chief Compliance Officer, Chief Operating Officer
- CRD
- #7888876
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,117,239 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,117,239 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,117,239
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,625,498,597 | 39.2% |
| U.S. Government/Agency | $1,832,832,602 | 44.2% |
| Cash | $688,348,896 | 16.6% |
| Total | $4,146,680,095 | 100.0% |