Carlton, Hofferkamp and Jenks Wealth Management, LLC
● SEC registered since 2010CRD 154238SEC# 801-71684The Woodlands, TX
Reg. AUM
$600.2M
Employees
6
Accounts
696
Location
The Woodlands, TX
Carlton, Hofferkamp and Jenks Wealth Management, LLC assets under management
Carlton, Hofferkamp and Jenks Wealth Management, LLC operates as an SEC-registered investment adviser based in The Woodlands, TX. The firm has been registered since 2010. It reports $600.2 million in regulatory assets under management and employs 6 people.
Carlton, Hofferkamp and Jenks Wealth Management, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles B Tubbs Marital Trust | Owner | 10-25% | 2021 |
| Claire C Yates | Owner | 5-10% | 2024 |
| Ebrecht Equity Partnership LP | Owner | 5-10% | 2021 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Carlton, Hofferkamp and Jenks Wealth Management, LLC manage?
Carlton, Hofferkamp and Jenks Wealth Management, LLC reports $600.2 million in regulatory assets under management on its Form ADV.
How many employees does Carlton, Hofferkamp and Jenks Wealth Management, LLC have?
Carlton, Hofferkamp and Jenks Wealth Management, LLC reports 6 employees.
Where is Carlton, Hofferkamp and Jenks Wealth Management, LLC located?
Carlton, Hofferkamp and Jenks Wealth Management, LLC is based in The Woodlands, TX and has been SEC-registered since 2010.
Does Carlton, Hofferkamp and Jenks Wealth Management, LLC disclose fund performance?
Carlton, Hofferkamp and Jenks Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10200 Grogan's Mill Road, Suite 430, The Woodlands, TX 77380 |
| Phone | 281-298-2700 |
| Fax | 281-298-2760 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$600.2M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$600.2Mregulatory AUM
Discretionary $600.2M