Hoyl Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,117,239
Total clients
108
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
108
Average account size
$223,308
About
Hoyl Wealth Management, LLC is a state-registered independent investment adviser that serves individual and high‑net‑worth clients, providing investment advisory, financial planning, and managed account services. The firm reports about $24.1 million in discretionary assets for roughly 108 clients and offers both discretionary and non‑discretionary portfolio management, with no stated account minimums and the option to recommend third‑party sub‑advisors or wrap‑fee programs.
The firm’s approach is client‑specific, using asset allocation along with techniques such as dollar‑cost averaging, technical analysis, and a mix of long‑ and short‑term purchases to align portfolios with each client’s time horizon and risk tolerance; clients receive at least quarterly account reviews and are encouraged to consult tax professionals for the tax implications of strategies. HWM evaluates and may incorporate sub‑advisors and custodian services into its solutions and discloses that its advisory fees are charged as a percentage of assets under management.
What distinguishes HWM from many single‑advisor independents is several uncommon disclosures: the brochure reports past SEC disciplinary events involving the firm’s owner, it documents an affiliation with an insurance agency, and notes that the firm’s representatives are licensed insurance agents who may offer commissionable insurance products (the IAR spends no more than half of his time on that activity). The brochure also indicates the firm conducts educational seminars or workshops, a service less commonly offered by firms in this category.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Annuities
Fee options
$0 - $1,000,000: 1.65% annually $1,000,001 - $5,000,000: 1.45% annually $5,000,001+: 1.25% annually
Main office location
Hoyl Wealth Management, LLC
2620 South Kentucky Street
Amarillo TX 79109, United States
Number of offices
4
Most active in
Hoyl Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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
Quick links
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