Hoylecohen, LLC

Hoylecohen, LLC (CRD# 141125) is a financial advisory firm headquartered in San Diego, CA. They manage $1,629,954,569 in 2,354 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,630
    MILLION
  • Total Number of Accounts
    2,354
    ACCOUNTS
  • Average Account Value
    $692,419
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AZ, CA, CO, FL, IL, NY, OR, TX, WA

Financial Advisors at Hoylecohen, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Joseph J. Cohen
CRD#: 1655126
9350 Waxie Way, Suite 500, San Diego, CA 92123
98
Wealthminder
score
Joseph Cohen (CRD# 1655126) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 23 years of experience in the finance industry.
2
Janet L. Acheatel
CRD#: 707611
9350 Waxie Way, Suite 500, San Diego, CA 92123
96
Wealthminder
score

Janet Acheatel (CRD# 707611) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 38 years of experience in the finance industry. Janet Acheatel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Elisabeth Cullington
CRD#: 1563270
9350 Waxie Way, Suite 500, San Diego, CA 92123
96
Wealthminder
score

Elisabeth Cullington (CRD# 1563270) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 23 years of experience in the finance industry. Elisabeth Cullington has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Charles D. Ebersole
CRD#: 1107100
9350 Waxie Way, Suite 500, San Diego, CA 92123
96
Wealthminder
score

Charles Ebersole (CRD# 1107100) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 32 years of experience in the finance industry. Charles Ebersole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jeremy P. Kovacevich
CRD#: 5860889
9350 Waxie Way, Suite 500, San Diego, CA 92123
96
Wealthminder
score

Jeremy Kovacevich (CRD# 5860889) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 5 years of experience in the finance industry. Jeremy Kovacevich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Ty A. Summerlin
CRD#: 2997394
9350 Waxie Way, Suite 500, San Diego, CA 92123
96
Wealthminder
score

Ty Summerlin (CRD# 2997394) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 20 years of experience in the finance industry. Ty Summerlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Colleen R. Gepp
CRD#: 1433532
9350 Waxie Way, Suite 500, San Diego, CA 92123
93
Wealthminder
score

Colleen Gepp (CRD# 1433532) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 31 years of experience in the finance industry.

8
Kevin D. Hoyle
CRD#: 1105896
9350 Waxie Way, Suite 500, San Diego, CA 92123
93
Wealthminder
score

Kevin Hoyle (CRD# 1105896) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 34 years of experience in the finance industry.

9
Heather B. England
CRD#: 6269274
9350 Waxie Way, Suite 500, San Diego, CA 92123
90
Wealthminder
score

Heather England (CRD# 6269274) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 4 years of experience in the finance industry.

10
Peter W. Mueller
CRD#: 5155229
2120 Colorado Avenue, Suite 100, Santa Monica, CA 90404
90
Wealthminder
score

Peter Mueller (CRD# 5155229) is an Investment Advisor Representative working at Hoylecohen, LLC in Santa Monica, CA and has 1 year of experience in the finance industry. Peter Mueller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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