David Hogan
Advisor at Lci Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lci Advisors
Location
Port Charlotte, FL
Credentials
Series 63, Series 65
Industry experience
26 years
About
David Hogan is a financial advisor at LCI Advisors with 26 years of industry experience. He has been with Lewis & Clark Advisors since 2005. He holds Series 63 and Series 65 designations. LCI Advisors is a state-registered investment adviser managing approximately $57.8 million for about 50 clients, primarily individuals, trusts, and qualified plans. The firm employs a disciplined, value-based investment process and offers a range of strategies including discretionary and non-discretionary portfolio management, options writing, and customized managed accounts.
Expertise
Based on Lci Advisors
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Fee options
Negotiable fixed fees for investment advice, portfolio evaluation, or reporting services as described above.
$0 - $250,000: 2.00% (Focused Growth Portfolio) $250,001 - $500,000: 1.25% (Focused Growth Portfolio) $500,001 - $1,000,000: 1.00% (Focused Growth Portfolio) $1,000,001+: 0.50% (Focused Growth Portfolio) $0 - $250,000: 1.25% (All other equity and Customized Portfolios) $250,001+: 1.00% (All other equity and Customized Portfolios) $0 - $250,000: 1.00% (Fixed-income portion) $250,001+: 0.90% (Fixed-income portion) $0 - $50,000: 0.65% (ETF Portfolios) $50,001+: 0.45% (ETF Portfolios) $0+: 0.65% (ETF International Portfolios)
Account minimum: $10,000 Fee-only: Fixed fees for portfolio evaluation or reporting services: $500 for up to five accounts, $1,000 for more than five accounts, $2,500 for full asset and liability review.
Location
Port Charlotte, FL
Most active in
David H has reported serving >5 clients in these states in the last 12 months.
Florida · Missouri · Oklahoma · Washington
Work history
Lewis & Clark Advisors
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Deb M
CFP®, CPA
Punta Gorda, FL
WorthyNest LLC
As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.
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