Hoylecohen, LLC

Hoylecohen, LLC (CRD# 141125) is a financial advisory firm headquartered in San Diego, CA. They manage $786,253,282 in 2,290 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    786
    MILLION
  • Total Number of Accounts
    2,290
    ACCOUNTS
  • Average Account Value
    $343,342
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, IL, NV, NY, OR, TX, WA

Financial Advisors at Hoylecohen, LLC
Showing 1 - 10 of 11 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 36 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 22 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 31 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
Sheldon M. Goldman
CRD#: 2437093
9350 Waxie Way, Suite 500, San Diego, CA 92123
96
Wealthminder
score

Sheldon Goldman (CRD# 2437093) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 22 years of experience in the finance industry. Sheldon Goldman 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
Bridget V. Grimes
CRD#: 1574209
9350 Waxie Way, Suite 500, San Diego, CA 92123
96
Wealthminder
score

Bridget Grimes (CRD# 1574209) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 6 years of experience in the finance industry. Bridget Grimes 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 29 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 33 years of experience in the finance industry.

9
Jeremy P. Kovacevich
CRD#: 5860889
9350 Waxie Way, Suite 500, San Diego, CA 92123
93
Wealthminder
score

Jeremy Kovacevich (CRD# 5860889) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 4 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.

10
Rachel M. Luken
CRD#: 2381941
9350 Waxie Way, Suite 500, San Diego, CA 92123
84
Wealthminder
score

Rachel Luken (CRD# 2381941) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 23 years of experience in the finance industry. Rachel Luken 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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