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Hoyle Capital Management, Inc. (San Diego)


Hoyle Capital Management, Inc. is a large advisory firm based in San Diego. It manages $175.18 million of regulatory assets for 290 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Hoyle Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hoyle Capital Management: assets under management

The assets under management (AUM) of Hoyle Capital Management, Inc. is $175.18 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $6.88 million in discretionary accounts and $168.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $32.93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.08 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hoyle Capital Management, Inc. for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Hoyle Capital Management, Inc. performs its advisory services is located at 9171 Towne Centre Drive, Suite 460, San Diego, CA 92122, 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 858-452-8052 or by fax 858-452-5676. The normal business hours are 7:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at hoylecapital.com.


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