# William C. Hoeffer, JR. Inc.

> William C. Hoeffer, JR. Inc. is a state-registered investment advisory firm, registered since 1991, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.

- CRD: 114131
- Filed as: WILLIAM C. HOEFFER, JR. INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114131
- AdvisorCensus page: https://advisorcensus.com/firm/william-c-hoeffer-jr-inc-114131

## Quick answers

**How is William C. Hoeffer, JR. Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), William C. Hoeffer, JR. Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is William C. Hoeffer, JR. Inc. registered with the SEC or a state?**
William C. Hoeffer, JR. Inc. is a state-registered investment advisory firm, registered since 1991. Status as filed: APPROVED. CRD 114131.

**How much does William C. Hoeffer, JR. Inc. manage?**
William C. Hoeffer, JR. Inc. reports $0 in regulatory assets under management in its Form ADV filing dated April 6, 2026.

**Does William C. Hoeffer, JR. Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/114131

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions
- Other

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services

### Firm details
- Registered since: 1991 (35 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. William C. Hoeffer, JR. Inc. (CRD 114131): Form ADV filing data as of October 2026.