COATESVILLE, PACRD 152103Latest ADV March 28, 2026
Hoey Investments, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Coatesville, PA. Its latest Form ADV filing, dated March 28, 2026, reports $788M in regulatory assets under management, 5 employees, and 1,554 accounts.
Assets Under Management
$788M
Employees
5
Offices
--
Total Clients
589
Primary office
COATESVILLE, PA
1000 BRANDYWINE CREEK RD., COATESVILLE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.6% of total clients.
Top client categories% of clientsClients
1
Individuals
68.6%
404
2
HNWI
31.4%
185
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$788Mas of March 28, 2026
Discretionary100.0%
$788M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$788M
Total Accounts1,554
10Y AUM Change+$672M (+578.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee118:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.