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HONTE ADVISORS LLC

BERKELEY, CA · CRD 308341 · IAPD ↗ · 415-801-4250

$417.7MRegulatory AUM
3Advisory reps
7Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
May 2026 — HONTE ADVISORS LLC reported RAUM down 38% ($668.5M -> $417.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
May 2025 — HONTE ADVISORS LLC reported RAUM down 43% ($1.24B -> $703.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
March 2025 — HONTE ADVISORS LLC crossed $1B in regulatory AUM ($213.9M -> $1.24B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
March 2024 — HONTE ADVISORS LLC reported RAUM up 26% ($170.0M -> $213.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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