H
CRD: 310894
Hozie Consulting
Coppell, TX
8032421221
$17.1M Total AUM
$17.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-24-2021
- Office Locations
- 1
Office Locations
-- Coppell TX
About Hozie Consulting
Hozie Consulting is a Coppell-based RIA. The firm has been operating for 5 years. Managing $17.1M in total assets under management, with 1 advisory representatives. They custody assets with Altruist. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$17.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Harbor Zenith
Client Personas
Zenith Ridge
Investment Themes
Oak insight Matrix unison Fusion
Investment Vehicles
Unison
Services
Delta frontier Catalyst Ridge Eagle Harbor Signal prime Peak matrix Ember quantum
Owner & Executives
Stephen Anthony Hozie
Chief Compliance Officer, President
- CRD
- #6880294
- Ownership
- 75% or more
(267) 487-7613
fusion.prime@beaconcapital.com
in linkedin.com/in/harbor-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,149,532 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,149,532 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,149,532
Public Funds:
18.9% Equity - Exchange:
81.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,539,576,087 | 18.9% |
| Equity - Exchange | $6,606,329,137 | 81.1% |
| Total | $8,145,905,224 | 100.0% |