Houndstooth Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$286,887
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$47,815
About
Houndstooth provides ongoing portfolio management and retirement-account fiduciary advice primarily to individual and high‑net‑worth clients, and also acts as a sub‑adviser to other advisory firms. As with many independent advisers, it prepares an individualized Investment Policy Statement for each client to document goals, risk tolerance, and account guidelines, and may manage accounts on a discretionary basis.
The firm uses a broad mix of analytical methods — including charting, cyclical, fundamental, quantitative, technical analysis, and modern portfolio theory — and implements both long‑ and short‑term trading approaches. It also employs higher‑risk strategies such as options, margin transactions, and short sales, with those risks documented and considered in each client’s IPS.
Distinctive features noted in the brochure include a firm requirement that clients custody assets with Interactive Brokers LLC, acceptance of soft‑dollar research and services from its broker, and a stated practice of not aggregating (block) trades for multiple clients, which can affect execution and pricing. The firm is recently formed (2023/registered 2024) with a small client base and modest assets under management, and its personnel are licensed to sell insurance and may receive commissions — a potential conflict disclosed in the brochure.
Client services
Expertise
Fee options
1.50% annually
Main office location
Houndstooth Investment Management
Santa Rosa Beach FL, United States
Number of offices
1
Most active in
Florida · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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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