{
  "crd_number": 330630,
  "slug": "hoyl-wealth-management-llc-amarillo-tx-330630",
  "primary_business_name": "HOYL WEALTH MANAGEMENT, LLC",
  "legal_name": "HOYL WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Amarillo",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "11100",
  "metro": {
    "cbsa_code": "11100",
    "common_name": "Amarillo",
    "msa_name": "Amarillo, TX",
    "path": "/advisors/tx/amarillo"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-05-07",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-04-22",
  "carried_forward": false,
  "raum_total": 24117239.0,
  "raum_discretionary": 24117239.0,
  "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": {
    "individuals": {
      "raum": 16544892.0,
      "count": 102
    },
    "high_net_worth_individuals": {
      "raum": 7572347.0,
      "count": 6
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://facebook.com/HOYLFINANCIAL.LLC",
    "https://hoylfinancialgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330630",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "AMARILLO",
  "url": "https://advisorcensus.com/firm/hoyl-wealth-management-llc-amarillo-tx-330630",
  "display_name": "Hoyl Wealth Management, LLC",
  "summary": "Hoyl Wealth Management, LLC is a state-registered investment advisory firm in Amarillo, TX, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.",
  "citation": "AdvisorCensus. Hoyl Wealth Management, LLC (CRD 330630): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Hoyl Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Hoyl Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Hoyl Wealth Management, LLC located?",
      "a": "Hoyl Wealth Management, LLC's principal office is in Amarillo, TX, according to its Form ADV."
    },
    {
      "q": "Is Hoyl Wealth Management, LLC registered with the SEC or a state?",
      "a": "Hoyl Wealth Management, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330630."
    },
    {
      "q": "How much does Hoyl Wealth Management, LLC manage?",
      "a": "Hoyl Wealth Management, LLC reports $24,117,239 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Hoyl Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (6)."
    },
    {
      "q": "Does Hoyl Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330630"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/hoyl-wealth-management-llc-amarillo-tx-330630.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 102,
      "fewer_than_5": false,
      "raum": 16544892.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 6,
      "fewer_than_5": false,
      "raum": 7572347.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "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/330630",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}