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Hoyl Wealth Management, LLC CRD 330630
$24.1M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2620 South Kentucky Street, Amarillo, TX 79109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-07 |
Branch Locations
2620 South Kentucky Street, Amarillo, TX 79109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hoyl Wealth Management, Llc | Amarillo | TX | 05/2024 | Present |
| Hoyl Financial, Llc | Amarillo | TX | 09/2018 | Present |
| Aig | Amarillo | TX | 10/2017 | 09/2018 |
| Bank Of America | Amarillo | TX | 09/2011 | 08/2017 |
HOYL FINANCIAL, LLC, INVESTMENT RELATED, AMARILLO, TX, INSURANCE, AGENT, CHIEF OPERATING OFFICER, 9/2018, 160 HOURS PER MONTH, ALL DURING TRADING HOURS, COO & INSURANCE AGENT DUTIES. MR. CALDWELL OWNS CORNERSTONE CAPITAL ADVISORS, A LLC SETUP TO BE PAID 1099 COMMISSIONS FROM HOYL WEALTH MANAGEMENT FOR TAX PURPOSES ONLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-26 |
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