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HOOPOE ADVISORS

BOSTON, MA · CRD 282573 · IAPD ↗ · 617-708-0639

$610.0MRegulatory AUM
9Advisory reps
11Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — HOOPOE ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — HOOPOE ADVISORS crossed $500M in regulatory AUM ($402.5M -> $543.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
72
December 2024 — HOOPOE ADVISORS grew from 5 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — HOOPOE ADVISORS reported RAUM up 65% ($244.0M -> $402.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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