Advisor at Houndstooth Investment Management
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
Houndstooth Investment Management
Location
Santa Rosa Beach, FL
Credentials
Series 63, Series 65, Series 66
Industry experience
2 years
Joshua Van Cuyk is the sole advisor at Houndstooth Investment Management, holding Series 63, 65, and 66 licenses with two years of industry experience. Prior to founding his firm, he worked in retail management at Vineyard Vines and serves as an assistant hockey coach at Father Ryan High School. He combines his financial advisory role with these activities outside the industry. Houndstooth Investment Management provides portfolio management and retirement-account fiduciary advice primarily to individual and high-net-worth clients. The firm employs a variety of analytical methods and both long- and short-term trading strategies, including higher-risk approaches, with individualized Investment Policy Statements guiding account management.
Based on Houndstooth Investment Management
1.50% annually
Santa Rosa Beach, FL
Florida · Tennessee
Vancuyk Holdings LLC dba Houndstooth Investment Management
2024 - Present (2 years)
Vineyard Vines
2024 - 2025 (1 year)
VanCuyk Holdings LLC
2023 - Present (3 years)
Ann Taylor
2023 - 2024 (1 year)
Father Ryan High School
2023 - Present (3 years)
Vineyard Vines
2022 - 2024 (2 years)
Northwestern Mutual
2021 - 2022 (1 year)
Power Home Remodeling
2021 - 2021 (1 year)
Unemployed
2020 - 2021 (1 year)
Merchants
2019 - 2020 (1 year)
Handyman Headlee
2018 - 2019 (1 year)
Wheeling Jesuit University
2014 - 2018 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Santa Rosa Beach, FL
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Winged Wealth Management and Financial Planning
Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three masters degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian spent 23 years in the Air Force, much of it helping military families navigate personal finance challenges. He found his passion for personal finance as he facilitated Financial Peace University. He went on to complete his CFP requirements and started his own financial planning firm. Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again. Read Brian's blog here: https://www.wingedwealth.com/insights/
Series 65
Santa Rosa Beach, FL
Fortunato Asset Management
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