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Carlton Hofferkamp and Jenks Wealth Management LLC
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CRD # | 154238 |
SEC # | 801-71684 |
CIK # | 0001510870 |
AUM | $502.1 MM (2024-05-22) |
Employees | 5 (80% Investors, 40% Brokers) |
Phone | 281-298-2700 |
Address | 10200 Grogans Mill Road The Woodlands, TX 77380 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
XOM | 385,508.3 | 12.3 | |
AAPL | 2,382,844.0 | 9.2 | |
COST | 207,576.9 | 6.1 | |
STEL | 4.4 | ||
GOOGL | 1,475,138.5 | 4.2 | |
TJX | 67,345.6 | 4.2 | |
KO | 269,985.6 | 3.4 | |
AMZN | 1,092,997.8 | 3.2 | |
JPM | 340,169.2 | 2.8 | |
CVX | 294,604.1 | 2.7 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 185 | 46.9 |
(b) Individuals (high net worth individuals) | 110 | 455.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 675 | 502.1 |
By Discretionary | ||
Discretionary | 675 | 502.1 |
Non-Discretionary | 0 | 0.0 |
Total | 675 | 502.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 502.1 | |
Total | 675 | 502.1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001510870] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
PASI Investments LLC
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|
CT | 0.5 |
Davidson Capital Management Inc
✚
|
TX | 0.5 |
Gerber LLC
✚
|
OH | 0.5 |
Harrell Investment Partners LLC
✚
|
TX | 0.5 |
Butensky & Cohen Financial Security Inc
✚
|
FL | 0.5 |
Smith & Howard Wealth Management LLC
✚
|
GA | 0.5 |
Dempsey Lord Smith LLC
✚
|
GA | 0.5 |
First Fiduciary Investment Counsel Inc
✚
|
OH | 0.5 |
Betterwealth LLC
✚
|
CA | 0.5 |
EMFO LLC
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|
FL | 0.5 |