AdvisorCensus / Financial advisors / Hoovest Capital Management Inc
Hoovest Capital Management Inc
Filed as HOOVEST CAPITAL MANAGEMENT INC
Hoovest Capital Management Inc is an SEC-registered investment advisory firm in West Vancouver, Canada, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.
Quick answers
From the filingHow is Hoovest Capital Management Inc compensated?
On its Form ADV (Item 5.E, October 2026), Hoovest Capital Management Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
How much does Hoovest Capital Management Inc charge?
Its Form ADV Part 2A brochure dated March 17, 2026 states: Up to $1,000,000: 1.25% a year; $1,000,001 to $2,000,000: 0.9% a year; $2,000,001 to $5,000,000: 0.75% a year; $5,000,001 to $10,000,000: 0.5% a year; Above $10,000,001: 0.4% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Hoovest Capital Management Inc located?
Hoovest Capital Management Inc's principal office is in West Vancouver, Canada, according to its Form ADV.
Is Hoovest Capital Management Inc registered with the SEC or a state?
Hoovest Capital Management Inc is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 327888.
How much does Hoovest Capital Management Inc manage?
Hoovest Capital Management Inc reports $0 in regulatory assets under management in its Form ADV filing dated March 17, 2026.
How have Hoovest Capital Management Inc's assets and staff changed since 2024?
In the Form ADV data for Hoovest Capital Management Inc: Regulatory assets under management: $0 in the October 2024 data and $0 in the October 2026 data. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Hoovest Capital Management Inc 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/327888
Does Hoovest Capital Management Inc state an account minimum?
Its Form ADV Part 2A brochure dated March 17, 2026 says: "There is no account minimum for any of HCM’s services."
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
- Fixed fees (other than subscription fees)
- Performance-based 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 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1.25% |
| $1,000,001 to $2,000,000 | 0.9% |
| $2,000,001 to $5,000,000 | 0.75% |
| $5,000,001 to $10,000,000 | 0.5% |
| Above $10,000,001 | 0.4% |
The brochure's wording
$0 - $1,000,000 1.25% $1,000,001 - $2,000,000 0.90% $2,000,001 - $5,000,000 0.75% $5,000,001 - $10,000,000 0.50% $10,000,001 – And Up 0.40%
Account minimum: None
The brochure's wording
There is no account minimum for any of HCM’s services.
As stated in the firm's Form ADV Part 2A brochure dated March 17, 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$0 as of October 2026, filing dated March 17, 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.DNot reported.
A 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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
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 | $0 | 1 | March 17, 2026 |
| October 2025 | $0 | 1 | March 4, 2025 |
| October 2024 | $0 | 1 | February 16, 2024 |
Regulatory assets under management: $0 in the October 2024 data and $0 in the October 2026 data.
Total employees: 1 in October 2024 and 1 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 monthsNo changes to these filed facts in the last 12 months of filing data.
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.INot reported.
Source: 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. Hoovest Capital Management Inc (CRD 327888): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/hoovest-capital-management-inc-west-vancouver-327888