Hoertkorn Richard Charles
● SEC registered since 1972CRD 104649SEC# 801-8374Kentfield, CA
Reg. AUM
$282.5M
Employees
2
Accounts
80
Location
Kentfield, CA
Hoertkorn Richard Charles assets under management
Hoertkorn Richard Charles is an investment advisory firm registered with the SEC based in Kentfield, CA. The firm has been registered since 1972. It reports $282.5 million in regulatory assets under management and employs 2 people.
Hoertkorn Richard Charles owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Charles Hoertkorn Control | Sole Prop./Chief Compliance Officer | Over 75% | 1972 |
Frequently asked questions
How much does Hoertkorn Richard Charles manage?
Hoertkorn Richard Charles reports $282.5 million in regulatory assets under management on its Form ADV.
How many employees does Hoertkorn Richard Charles have?
Hoertkorn Richard Charles reports 2 employees.
Where is Hoertkorn Richard Charles located?
Hoertkorn Richard Charles is based in Kentfield, CA and has been SEC-registered since 1972.
Does Hoertkorn Richard Charles disclose fund performance?
Hoertkorn Richard Charles is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1112 Sir Francis Drake Blvd., Kentfield, CA 94904-1419 |
| Phone | 415-482-8899 |
| Fax | 415-482-8811 |
| Office hours | 8:30 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1598177 |
| Discloses disciplinary history | No |
Regulatory AUM
$282.5M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$282.5Mregulatory AUM
Discretionary $282.5M