# Hoopoe Advisors

> 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.

- CRD: 282573
- Filed as: HOOPOE ADVISORS
- Legal name: Strengthening Families & Communities, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282573
- AdvisorCensus page: https://advisorcensus.com/firm/hoopoe-advisors-boston-ma-282573

## Quick answers

**How 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). 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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

> Generally, there is no minimum account opening requirement for an advisory account.

- Flat fee: $200 to $15,000 (Financial planning)

> 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.

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

### Custodians (Schedule D, Section 5.K(3))
- RBC Capital Markets, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $609,980,528
- Discretionary: $593,661,426
- Non-discretionary: $16,319,102

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 349 | $47,160,730 |
| High net worth individuals | 236 | $531,133,669 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $7,570,969 |
| Charitable organizations | 26 | $24,115,160 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (6 years)
- Employees: 11 total, 9 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, MA, MN, NH, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Brea, CA
- Doha

### Websites listed on Form ADV (Item 1.I)
- hoopoeadvisors.com
- Instagram @hoopoeadvisors
- LinkedIn @hoopoeadvisors
- TikTok @hoopoeadvisors
- YouTube @HoopoeAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $192,457,943 | 8 | July 8, 2021 |
| October 2022 | $232,482,615 | 9 | August 15, 2022 |
| October 2023 | $244,017,701 | 12 | June 27, 2023 |
| October 2024 | $402,452,437 | 11 | August 29, 2024 |
| October 2025 | $543,554,485 | 11 | March 26, 2025 |
| October 2026 | $609,980,528 | 11 | July 10, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hoopoe Advisors (CRD 282573): Form ADV filing data as of October 2026.