Hoisington Investment Management Co

Hoisington Investment Management Co (CRD# 107710) is a financial advisory firm headquartered in Austin, TX. They manage $5,270,101,110 in 64 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,270
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $82,345,330
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Hoisington Investment Management Co
Showing 1 - 7 of 7 top financial advisors.
1
John A. Dahlheim
CRD#: 1853929
6836 Bee Caves Rd., Bldg. 2, Ste.100, Austin, TX 78746
93
Wealthminder
score

John Dahlheim (CRD# 1853929) is an Investment Advisor Representative working at Hoisington Investment Management Co in Austin, TX and has over 7 years of experience in the finance industry.

2
David M. Hoisington
CRD#: 2155194
6836 Bee Caves Rd., Bldg. 2, Suite 100, Austin, TX 78746
93
Wealthminder
score

David Hoisington (CRD# 2155194) is an Investment Advisor Representative working at Hoisington Investment Management Co in Austin, TX and has over 26 years of experience in the finance industry.

3
Van R. Hoisington, Jr.
CRD#: 1683731
6836 Bee Caves Rd., Bldg. 2, Suite 100, Austin, TX 78746
93
Wealthminder
score

Van Hoisington, Jr. (CRD# 1683731) is an Investment Advisor Representative working at Hoisington Investment Management Co in Austin, TX and has over 25 years of experience in the finance industry.

4
Lacy H. Hunt
CRD#: 4337723
6836 Bee Caves Rd., Bldg. 2, Ste. 100, Austin, TX 78746
93
Wealthminder
score

Lacy Hunt (CRD# 4337723) is an Investment Advisor Representative working at Hoisington Investment Management Co in Austin, TX and has over 7 years of experience in the finance industry.

5
Emily B. Cardwell
CRD#: 3261882
6836 Bee Caves Rd., Bldg. 2, Ste. 100, Austin, TX 78746
90
Wealthminder
score

Emily Cardwell (CRD# 3261882) is an Investment Advisor Representative working at Hoisington Investment Management Co in Austin, TX and has over 5 years of experience in the finance industry.

6
Janice T. Bright
CRD#: 4337707
6836 Bee Caves Rd., Bldg. 2, Ste. 100, Austin, TX 78746
87
Wealthminder
score

Janice Bright (CRD# 4337707) is an Investment Advisor Representative working at Hoisington Investment Management Co in Austin, TX and has 1 year of experience in the finance industry.

7
Van R. Hoisington
CRD#: 4337696
6836 Bee Caves Rd., Bldg. 2, Suite 100, Austin, TX 78746
87
Wealthminder
score

Van Hoisington (CRD# 4337696) is an Investment Advisor Representative working at Hoisington Investment Management Co in Austin, TX and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.