Hoisington Investment Management Co (Austin)

Name: Hoisington Investment Management Co
Address: 6836 Bee Caves Rd., Austin, TX, 78746 5070
Telephone: 512-327-7200

Hoisington Investment Management Co is a large advisory firm based in Austin. It manages $4.24 billion of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Hoisington Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hoisington Investment Management: assets under management

The assets under management (AUM) of Hoisington Investment Management Co is $4.24 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $80.14 million of the total AUM is attributable to clients outside of the United States.

The firm manages $4.24 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $81.57 million each.

Investments

The firm invests in government bonds the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hoisington Investment Management Co for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Hoisington Investment Management serves?

The firm provides services to individuals, insurance companies, investment companies, charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Hoisington Investment Management is state or municipal government entities with 10 clients and $1.68 billion of assets under management. Among the 10 most similar advisory firms, Hoisington Investment Management has the 2nd highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $4.2 billion for 51 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 6% of the firm’s clients are foreign persons or businesses.

Hoisington Investment Management also advises several private funds.

Careers at Hoisington Investment Management Co

The company employs 10 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Van Robert Hoisington	Ceo; trustee of the jeanne hoisington 2011 family trust; chairman of strategic investment committee; director; shareholder	1 Oct 1980	50% - 75%	4337696
Ethel Jeanne Hoisington	Vp public affairs; director; shareholder	1 Oct 1980	Other	4337704
Janice Kathleen Teague	Senior vice president	1 Oct 1980	Other	4337707
Janice Teague Bright	Senior vice president	1 Oct 1980	Other	4337707
Janice Teague Green	Senior vice president	1 Oct 1980	Other	4337707
David Maxwell Hoisington	Evp; vice chair strategic investment comm.; co-ttee jeanne hoisington 2011 family tr; ttee david hoisington 2011 family tr; dir	1 Jun 1990	Other	2155194
David Hoisington	Vice president	1 Jun 1990	Other	2155194
Jr. Van Robert Hoisington	President; chief operating officer; chief compliance officer; trustee of the v.r. hoisington jr. 2011 family trust, director	1 Jun 1991	Other	1683731
David Maxwell Hoisington	Executive vice president; vice chairman strategic investment committee; trustee of david hoisington 2011 family trust; director	1 Jun 1991	Other	2155194
Jr. Van Robert Hoisington	Pres; coo; cco; co-trustee of jeanne hoisington 2011 family trust; trustee of v.r. hoisington jr. 2011 family trust, dir	1 Jun 1992	Other	1683731
Van Robert Hoisington	Vice president	1 Jun 1992	Other	1683731
Lacy Harris Hunt	Executive vice president	1 Oct 1996	Other	4337723
Van Robert Hoisington	Senior vice president	1 May 2001	Other	1683731
David Hoisington	Senior vice president	1 May 2001	Other	2155194
David Maxwell Hoisington	Senior vice president	1 May 2001	Other	2155194
Jr. Van Robert Hoisington	Executive vice president	1 Sep 2006	Other	1683731
David Maxwell Hoisington	Executive vice president	1 Sep 2006	Other	2155194
Jeanne Hoisington 2011 Family Trust	Shareholder	1 May 2011	25% - 50%	61-3464385
David Maxwell Hoisington 2011 Family Trust	Shareholder	1 May 2011	Other	61-6434387
Jr 2011 Family Trust Van R Hoisington	Shareholder	1 May 2011	Other	61-6434386

Based in Austin

The principal office where Hoisington Investment Management Co performs its advisory services is located at 6836 Bee Caves Rd., Austin, TX 78746 5070, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-327-7200 or by fax 512-327-8646. The normal business hours are 7:30am-4:00pm on Monday - Friday. You can find more information about the New York firm at hoisingtonmgt.com.