David
Hoisington

Hoisington Investment Management Co

CRD#2155194
Investment Advisor
in Austin, TX

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About this Advisor

David Hoisington is a financial advisor based in Austin, Texas, working with Hoisington Investment Management Co. David has previously held a position at Hoisington Investment Management Co. David has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, David is part of Hoisington Investment Management Co, which operates out of Austin, Texas. The firm has 10 employees and manages assets totaling $3.7 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and publication of newsletters. The fee structure at Hoisington Investment Management Co includes asset-based fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

6836 Bee Caves Rd. Bldg. 2, Suite 100
Austin, TX 78746

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Hoisington Investment Management Co Brokerage Details

Total Assets Under Management

$3,721,493,423

TX Average: $3,042,739,679
Total Number of Employees

10

TX Average: 49
Total Number of Accounts

32

TX Average: 2,315
Average Account Size

$116,296,669

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

David Hoisington Work History

2020 - Present (4 years)

Hoisington Investment Management Co

2013 - Present (11 years)

Hoisington Investment Management Co

Disclosures

Please visit the SEC profile of David Hoisington to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hoisington Investment Management Co

John Dahlheim
Austin, TX
Van Hoisington
Austin, TX
David Hoisington
Austin, TX
Van Hoisington
Austin, TX
Lacy Hunt
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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