AdvisorCensus / Financial advisors / Massachusetts / Boston / Hoopoe Advisors
Hoopoe Advisors
Filed as HOOPOE ADVISORS · Legal name Strengthening Families & Communities, LLC
Hoopoe Advisors is an SEC-registered investment advisory firm in Boston, MA, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 10, 2026.
Quick answers
From the filingHow is Hoopoe Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Hoopoe Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Hoopoe Advisors charge?
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states); Flat fee: $200 to $15,000 (Financial planning); Hourly rate: $200 to $400 an hour (services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Hoopoe Advisors located?
Hoopoe Advisors' principal office is in Boston, MA, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Hoopoe Advisors registered with the SEC or a state?
Hoopoe Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 282573.
How much does Hoopoe Advisors manage?
Hoopoe Advisors reports $609,980,528 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (97% discretionary).
How have Hoopoe Advisors' assets and staff changed since 2021?
In the Form ADV data for Hoopoe Advisors: Regulatory assets under management: $192,457,943 in the October 2021 data and $609,980,528 in the October 2026 data, up 217%. Total employees: 8 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Hoopoe Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (349); high net worth individuals (236); charitable organizations (26).
Which custodians does Hoopoe Advisors use?
Hoopoe Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Capital Markets, LLC as a custodian holding 10% or more of its separately managed account assets.
Does Hoopoe Advisors 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/282573
Does Hoopoe Advisors state an account minimum?
Its Form ADV Part 2A brochure dated March 23, 2026 says: "Generally, there is no minimum account opening requirement for an advisory account."
What changed in Hoopoe Advisors' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $543,554,485 to $609,980,528 (+12%). Added an office in Brea, CA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.5% of assets a year (the maximum the brochure states)
The brochure's wording
Fees charged are established in a client’s written agreement; generally negotiated up to a maximum of 1.5% of assets under management, which includes third party platform fees , and are billed quarterly in advance, based on the account value as of the last business day of the previous quarter.
Account minimum: None
The brochure's wording
Generally, there is no minimum account opening requirement for an advisory account.
Flat fee: $200 to $15,000 (Financial planning)
The brochure's wording
Financial planning fees are payable by check to Hoopoe Advisors , Inc. Fixed fees range from $200 to $15,000 depending on the particular complexities involved.
Hourly rate: $200 to $400 an hour (services)
The brochure's wording
The hourly fee for services will generally range from $200 to $400 but may exceed $400 as circumstances warrant due to client specific complexities or the degree of expertise required.
As stated in the firm's Form ADV Part 2A brochure dated March 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$609,980,528 as of October 2026, filing dated July 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Strengthening Families & Communities, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (6 years)
- Employees
- Total: 11. Performing investment advisory functions: 9.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the August 2026 filing
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $609,980,528 | 11 | July 10, 2026 |
| October 2025 | $543,554,485 | 11 | March 26, 2025 |
| October 2024 | $402,452,437 | 11 | August 29, 2024 |
| October 2023 | $244,017,701 | 12 | June 27, 2023 |
| October 2022 | $232,482,615 | 9 | August 15, 2022 |
| October 2021 | $192,457,943 | 8 | July 8, 2021 |
Regulatory assets under management: $192,457,943 in the October 2021 data and $609,980,528 in the October 2026 data, up 217%.
Total employees: 8 in October 2021 and 11 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $543,554,485 to $609,980,528 (+12%).
- Added an office in Brea, CA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Hoopoe Advisors (CRD 282573): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/hoopoe-advisors-boston-ma-282573