CRD: 139940
Torrey Growth & Income Advisors, LLC
$328.4M Total AUM
$328.4M Disc. AUM
9.1% 3Y CAGR
5 Employees
293 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-02-2006
- Office Locations
- 3
Office Locations
1233 Camino DEL MAR DEL MAR CA
-- Charlotte NC
-- Washington DC
About Torrey Growth & Income Advisors, LLC
Torrey Growth and Income Advisors is a family-owned, independent RIA that partners with high-net-worth families on personalized wealth planning and investment management across growth, preservation, and legacy. Built over three generations and operating for nearly two decades, the firm takes a relationship-first approach and builds portfolios primarily with ETFs, with custody at Charles Schwab.
Team overview
-- AVG AGE
$109.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2.1 yrs AVG TENURE
5 Employees
3 Advisory Reps
4 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GEORGE RICHARD HOOVER
Chief Compliance Officer, Managing Member
- CRD
- #1989377
- Ownership
- 75% or more
Available
Available
Available
J
Janet Lee Hoover
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
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K
Kian George Hoover
--
- CRD
- #7971833
Available
Available
Available
Z
Zealan Hoover
--
- CRD
- #8066750
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $328,358,441 | $1,116,865 |
| Non-Discretionary | $0 | -- |
| Total | $328,358,441 | $1,116,865 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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