Carey, Thomas, Hoover & Breault Advisors, Inc. (Wichita)

Name: Carey, Thomas, Hoover & Breault Advisors, Inc.
Address: 8080 E. Central, Wichita, KS, 67206
Telephone: 316-634-2222

Carey, Thomas, Hoover & Breault Advisors, Inc. is a large advisory firm based in Wichita. It manages $188.07 million of regulatory assets for 1,090 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, California, Colorado, and 7 other states.

Carey, Thomas, Hoover & Breault Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Carey, Thomas, Hoover & Breault Advisors: assets under management

The assets under management (AUM) of Carey, Thomas, Hoover & Breault Advisors, Inc. is $188.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $188.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $172.54 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Carey, Thomas, Hoover & Breault Advisors, Inc. 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.

Careers at Carey, Thomas, Hoover & Breault Advisors, Inc.

John Rigby Carey has been acting as President since 1 Sep 2010. Inc. Cthb Investments joined the executive team most recently as the Shareholer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Cthb Investments	Shareholer	1 Sep 2010	75% - 100%	48-1137774
John Rigby Carey	President	1 Sep 2010	Other	846339
Stephen Douglas Thomas	Vice president, chief compliance officer	1 Sep 2010	Other	445430
Thomas Paul Hoover	Vice president, secretary	1 Sep 2010	Other	1792448
Jeffrey Allen Breault	Treasurer, cfo	1 Sep 2010	Other	1757281

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Rigby Carey	President	1 May 2001	25% - 50%	846339
Stephen Douglas Thomas	Vice president	1 May 2001	25% - 50%	445430
Thomas Paul Hoover	Secretary	1 Nov 2004	25% - 50%	1792448
Jeffrey Allen Breault	Treasurer	1 Nov 2004	25% - 50%	1757281

Based in Wichita

The principal office where Carey, Thomas, Hoover & Breault Advisors, Inc. performs its advisory services is located at 8080 E. Central, Wichita, KS 67206, 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 316-634-2222 or by fax 316-634-2229. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at cthb.net.