Carlton Hofferkamp and Jenks Wealth Management LLC

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Assets, Funds, Holdings

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Carlton Hofferkamp and Jenks Wealth Management LLC
CRD #154238
SEC #801-71684
CIK #0001510870
AUM $502.1 MM (2024-05-22)
Employees 5 (80% Investors, 40% Brokers)
Phone281-298-2700
Address10200 Grogans Mill Road
The Woodlands, TX 77380
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
60048036024012002010201520202025
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 ($MM)
3002401801206002013201720212025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001510870]
Comparable Firms State AUM ($BB)
PASI Investments LLC
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
FL 0.5
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