{
  "crd_number": 327888,
  "slug": "hoovest-capital-management-inc-west-vancouver-327888",
  "primary_business_name": "HOOVEST CAPITAL MANAGEMENT INC",
  "legal_name": "HOOVEST CAPITAL MANAGEMENT INC",
  "dbas": [],
  "city": "West Vancouver",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-02-23",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327888",
  "city_as_filed": "WEST VANCOUVER",
  "url": "https://advisorcensus.com/firm/hoovest-capital-management-inc-west-vancouver-327888",
  "display_name": "Hoovest Capital Management Inc",
  "summary": "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.",
  "citation": "AdvisorCensus. Hoovest Capital Management Inc (CRD 327888): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Hoovest Capital Management Inc compensated?",
      "a": "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."
    },
    {
      "q": "How much does Hoovest Capital Management Inc charge?",
      "a": "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."
    },
    {
      "q": "Where is Hoovest Capital Management Inc located?",
      "a": "Hoovest Capital Management Inc's principal office is in West Vancouver, Canada, according to its Form ADV."
    },
    {
      "q": "Is Hoovest Capital Management Inc registered with the SEC or a state?",
      "a": "Hoovest Capital Management Inc is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 327888."
    },
    {
      "q": "How much does Hoovest Capital Management Inc manage?",
      "a": "Hoovest Capital Management Inc reports $0 in regulatory assets under management in its Form ADV filing dated March 17, 2026."
    },
    {
      "q": "How have Hoovest Capital Management Inc's assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "Does Hoovest Capital Management Inc report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Hoovest Capital Management Inc state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 says: \"There is no account minimum for any of HCM’s services.\""
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2024-02-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2025-03-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2026-03-17"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1.25%"
      },
      {
        "band": "$1,000,001 to $2,000,000",
        "rate": "0.9%"
      },
      {
        "band": "$2,000,001 to $5,000,000",
        "rate": "0.75%"
      },
      {
        "band": "$5,000,001 to $10,000,000",
        "rate": "0.5%"
      },
      {
        "band": "Above $10,000,001",
        "rate": "0.4%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "$0 - $1,000,000 1.25% \n$1,000,001 - $2,000,000 0.90% \n$2,000,001 - $5,000,000 0.75% \n$5,000,001 - $10,000,000 0.50% \n$10,000,001 – And Up 0.40%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of HCM’s services."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1000000.0,
          "rate_pct": 1.25
        },
        {
          "min": 1000001.0,
          "max": 2000000.0,
          "rate_pct": 0.9
        },
        {
          "min": 2000001.0,
          "max": 5000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 5000001.0,
          "max": 10000000.0,
          "rate_pct": 0.5
        },
        {
          "min": 10000001.0,
          "max": null,
          "rate_pct": 0.4
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "$0 - $1,000,000 1.25% \n$1,000,001 - $2,000,000 0.90% \n$2,000,001 - $5,000,000 0.75% \n$5,000,001 - $10,000,000 0.50% \n$10,000,001 – And Up 0.40%",
      "There is no account minimum for any of HCM’s services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/hoovest-capital-management-inc-west-vancouver-327888.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327888",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}