Hokanson Capital Management, Inc (Solana Beach)

Name: Hokanson Capital Management, Inc
Address: 201 Lomas Santa Fe Dr, Ste 360, Solana Beach, CA, 92075
Telephone: 858-755-8899

Hokanson Capital Management, Inc is a large advisory firm based in Solana Beach. It manages $302.62 million of regulatory assets for 266 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, New Hampshire, New Mexico, and Texas.

Hokanson Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hokanson Capital Management: assets under management

The assets under management (AUM) of Hokanson Capital Management, Inc is $302.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 104% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $302.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.14 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hokanson Capital Management, Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hokanson Capital Management, Inc

Neil Charles Hokanson has been acting as President since 1 Jun 1997. Linda Kaye Kitchens joined the executive team most recently as the Financial Planner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Neil Charles Hokanson	President	1 Jun 1997	75% - 100%	720641
Linda Kaye Coleman	V.p. client services/portfolio manager	1 Sep 1998	Other	1526210
Heather M. Davis	Vice president operations	1 Sep 1998	Other	4340644
Linda Kaye Kitchens	V.p. client services/portfolio manager	1 Sep 1998	Other	1526210
Mark Petrie	Portfolio manager	1 Feb 2000	Other	2289565
Steven Donald Hollenbeck	Director marketing/business development	1 Jun 2000	Other	1070677
Mark Petrie	Vice president, research	1 Nov 2001	Other	2289565
Richard Christopher Albon	Director, business development	1 Dec 2001	Other	2432962
Heather M. Davis	Vice president operations/cheif compliance officer	1 Jun 2004	Other	4340644
Linda Kaye Kitchens	Client relationship manager	1 Sep 2005	Other	1526210
Marc Robert Roland	Director client service	1 May 2006	Other	4156680
Linda Kaye Kitchens	Financial planner	1 Dec 2007	Other	1526210

Based in Solana Beach

The principal office where Hokanson Capital Management, Inc performs its advisory services is located at 201 Lomas Santa Fe Dr, Ste 360, Solana Beach, CA 92075, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-755-8899 or by fax 858-755-4449. The normal business hours are 7:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at www.hokansoncapital.com.