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| Carlton Hofferkamp and Jenks Wealth Management LLC
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| CRD # | 154238 |
| SEC # | 801-71684 |
| CIK # | 0001510870 |
| AUM | 600.2 M (2026-03-24) |
| Employees | 6 (83% Investors, 33% Brokers) |
| Phone | 281-298-2700 |
| Address | 10200 Grogans Mill Road The Woodlands, TX 77380 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.2 | ||
| Alphabet Inc | 7.1 | ||
| Costco Wholesale Corp /NEW | 6.3 | ||
| Amazon Com Inc | 5.0 | ||
| TJX Companies Inc /DE/ | 4.8 | ||
| Alphabet Inc | 3.8 | ||
| Coca Cola Co | 3.5 | ||
| J P Morgan Chase & Co | 3.5 | ||
| Wal Mart Stores Inc | 3.4 | ||
| Johnson & Johnson | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 32.4 |
| (b) Individuals (high net worth individuals) | 124 | 567.8 |
| (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 | 696 | 600.2 |
| By Discretionary | ||
| Discretionary | 696 | 600.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 696 | 600.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 600.2 | |
| Total | 696 | 600.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001510870] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Dunhill Financial LLC
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Giverny Capital Asset Management LLC
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NC | 598.5 M |
|
Lone Peak Global Investors LLC
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UT | 598.4 M |
|
Concorde Asset Management LLC
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MI | 598.4 M |
|
Grand Wealth Management LLC
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MI | 597.8 M |