# Hoainvest LLC

> Hoainvest LLC is an SEC-registered investment advisory firm in Irvine, CA, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated September 3, 2026.

- CRD: 343069
- Filed as: HOAINVEST LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343069
- AdvisorCensus page: https://advisorcensus.com/firm/hoainvest-llc-irvine-ca-343069

## Quick answers

**How is Hoainvest LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hoainvest LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Hoainvest LLC charge?**
Its Form ADV Part 2A brochure dated July 29, 2026 states: Hourly rate: $350 an hour (financial planning and consulting services); Flat fee: $1,000 to $50,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hoainvest LLC located?**
Hoainvest LLC's principal office is in Irvine, CA, according to its Form ADV.

**Is Hoainvest LLC registered with the SEC or a state?**
Hoainvest LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343069.

**Does Hoainvest LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343069

**What changed in Hoainvest LLC's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 29, 2026)

- Hourly rate: $350 an hour (financial planning and consulting services)

> Hourly engagements are billed at a rate of up to $350 per hour or a fixed engagement fee.

- Flat fee: $1,000 to $50,000 (financial planning and consulting services)

> Flat fees range from $1,000 to $50,000. Flat fee engagements are based on the estimated number of hours

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 11 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hoainvest.com

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hoainvest LLC (CRD 343069): Form ADV filing data as of October 2026.