Hochstrat Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,540,789
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
27
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$131,140
About
Hochstrat Investments LLC provides investment management and comprehensive financial planning to individuals, high‑net‑worth individuals, charitable organizations, and corporations or other businesses. The firm prepares written financial plans and implements client-specific investment strategies, and it also offers educational seminars and speaking engagements on personal finance topics.
Portfolios are assembled through a client-centered process that assesses objectives, time horizon, risk tolerance, liquidity needs and tax considerations, using a mix of passive (index mutual funds and ETFs) and analytic techniques that include fundamental, technical and cyclical analysis. Account supervision is non‑discretionary — the adviser implements plans and recommends trades but does not maintain trading discretion — and the firm reported approximately $3.0 million in non‑discretionary assets under management as of year‑end 2022.
What is notable for a solo independent adviser is the combination of business‑focused services and public education: Hochstrat provides business planning (including employee benefits optimization), insurance reviews as part of financial planning, and seminars that are offered both commercially and occasionally pro‑bono. The firm also participates in TD Ameritrade’s institutional program for custody and operational support, which provides access to institutional custody and service arrangements.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Debt management
Business ownership considerations
Fee options
$500 per talk for educational seminars/speaking engagements
1% annually
Main office location
Hochstrat Investments LLC
Midvale ID, United States
Number of offices
1
Most active in
Hochstrat Investments LLC has reported serving >5 clients in these states in the last 12 months.
Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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