Hollencrest Capital Management

Hollencrest Capital Management (CRD# 46217) is a financial advisory firm headquartered in Newport Beach, CA. They manage $2,054,432,885 in 965 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,054
    MILLION
  • Total Number of Accounts
    965
    ACCOUNTS
  • Average Account Value
    $2,128,946
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, NV, OR, TX, UT

Financial Advisors at Hollencrest Capital Management
Showing 11 - 14 of 14 top financial advisors.
11
Zachary J. Staggs
CRD#: 5977346
100 Bayview Circle, Suite 500, Newport Beach, CA 92660

Zachary Staggs (CRD# 5977346) 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.

12
Robert B. Wolford
CRD#: 1336627
100 Bayview Circle, Suite 500, Newport Beach, CA 92660

Robert Wolford (CRD# 1336627) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 36 years of experience in the finance industry.

13
Kyle E. Fincher
CRD#: 7589623
100 Bayview Circle, Suite 500, Newport Beach, CA 92660

Kyle Fincher (CRD# 7589623) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has 1 year of experience in the finance industry.

14
Shawn Kim
CRD#: 6802198
100 Bayview Circle, Suite 500, Newport Beach, CA 92660

Shawn Kim (CRD# 6802198) 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.

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