Hollencrest Capital Management

Hollencrest Capital Management (CRD# 46217) is a financial advisory firm headquartered in Newport Beach, CA. They manage $1,018,350,378 in 538 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,018
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $1,892,845
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA, FL, NV, TX

Financial Advisors at Hollencrest Capital Management
Showing 1 - 10 of 15 top financial advisors.
1
Christopher L. Duong
CRD#: 5500089
100 Bayview Circle, Suite 500, Newport Beach, CA 92660
96
Wealthminder
score

Christopher Duong (CRD# 5500089) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 9 years of experience in the finance industry.

2
Susan M. Nakamura
CRD#: 1708693
100 Bayview Circle, Suite 500, Newport Beach, CA 92660
96
Wealthminder
score

Susan Nakamura (CRD# 1708693) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 30 years of experience in the finance industry.

3
Cameron C. Akers
CRD#: 5669044
100 Bayview Circle, Suite 500, Newport Beach, CA 92660
93
Wealthminder
score

Cameron Akers (CRD# 5669044) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 8 years of experience in the finance industry.

4
Ayako Hanyu
CRD#: 4643437
100 Bayview Circle, Suite 500, Newport Beach, CA 92660
93
Wealthminder
score

Ayako Hanyu (CRD# 4643437) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 15 years of experience in the finance industry.

5
James Konon
CRD#: 2386644
100 Bayview Circle, Suite 500, Newport Beach, CA 92660
93
Wealthminder
score

James Konon (CRD# 2386644) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 24 years of experience in the finance industry.

6
Michael A. Schulman
CRD#: 5044091
100 Bayview Circle, Suite 500, Newport Beach, CA 92660
93
Wealthminder
score

Michael Schulman (CRD# 5044091) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 12 years of experience in the finance industry.

7
Dale V. Sefarian
CRD#: 1288019
100 Bayview Circle, Suite 500, Newport Beach, CA 92660
93
Wealthminder
score

Dale Sefarian (CRD# 1288019) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 33 years of experience in the finance industry.

8
Sean S. Lee
CRD#: 6120721
100 Bayview Circle, Suite 500, Newport Beach, CA 92660
89
Wealthminder
score

Sean Lee (CRD# 6120721) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 3 years of experience in the finance industry.

9
Michelle E. Noe
CRD#: 6362113
100 Bayview Circle, Suite 500, Newport Beach, CA 92660
89
Wealthminder
score

Michelle Noe (CRD# 6362113) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 2 years of experience in the finance industry.

10
So V. Dang
CRD#: 6606048
100 Bayview Circle, Suite 500, Newport Beach, CA 92660
88
Wealthminder
score

So Dang (CRD# 6606048) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has 1 year of experience in the finance industry.

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