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HOYLECOHEN, LLC

SAN DIEGO, CA · CRD 141125 · IAPD ↗ · focusfinancialpartners.com · 858-576-7300

$3.43BRegulatory AUM
28Advisory reps
64Employees
5Clients
251-500Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2024 — HOYLECOHEN, LLC (SAN DIEGO, CA) left the SEC roster (was $3.43B RAUM, 28 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
49
April 2024 — HOYLECOHEN, LLC notice-filed in GA, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
77
April 2024 — HOYLECOHEN, LLC grew from 21 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.