HOOVER FINANCIAL ADVISORS, INC.

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Hoover Financial Advisors is based out of Malvern. Hoover Financial Advisors is a large advisory firm with 850 clients and discretionary assets under management (AUM) of $740,618,962 (Form ADV from 2019-04-04). Their last reported 13F filing for Q1 2019 included $104,715,000 in managed 13F securities and a top 10 holdings concentration of 75.67%. Hoover Financial Advisors's largest holding is Vanguard Russell 1000 Growth ETF with shares held of 149,753. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $104.715 Million
  • Prior Market Value $90.716 Million
  • New Purchases4 stocks
  • Additional Purchases21 stocks
  • Sold out of1 stock
  • Reduced holdings in25 stocks
  • Top 10 Holdings % 75.67 %
  • Turnover % [1]:7.81%
  • Turnover Alt % [2]: 3.70 %
  • Time Held Top20:1.00 quarters
  • Time Held Top10:1.00 quarters
  • Time Held All:0.94 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.48%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

HOOVER FINANCIAL ADVISORS, INC.
112 MOORES ROAD SUITE 100
MALVERN PA    19355
Country: United States

Business Phone: 610-651-2777
Fax: 610-651-2797
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 23
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,FINANCIAL PLANNING ADMINISTRATIVE FEES; ASSETS UNDER ADVISEMENT;
Amount of client funds and securities:
Total Number of Clients: 850
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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HOOVER FINANCIAL ADVISORS, INC.

ownership team - last updated 2019-02-25
Name Title Start Date Direct/Indirect % Ownership
HOOVER, PETER, KENT CHIEF EXECUTIVE OFFICER 09/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
HOOVER FINANCIAL ADVISORS, P.C. CHIEF EXECUTIVE OFFICER direct 2017-09-01
IFG RUSSELL ADVISORS INC TREASURER direct 1994-09-01 2004-01-08
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. TREASURER direct 1988-04-01 2005-02-15
IFG RUSSELL ADVISORS INC INVESTMENT ADVISORY ASSOC. direct 2005-02-01 2005-03-22
HOOVER FINANCIAL ADVISORS, P.C. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-01-01 2017-01-26
MULLIN, WILLIAM, BARRETT PRESIDENT 09/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
HOOVER FINANCIAL ADVISORS, P.C. PRESIDENT direct 2017-09-01
VILLANOVA FINANCIAL SERVICES, INC. CHIEF COMPLIANCE OFFICER AND PRESIDENT direct 2007-07-01
MURPHY, KELLY, ELIZABETH CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HOOVER FINANCIAL ADVISORS, P.C. CHIEF COMPLIANCE OFFICER direct 2017-09-01

HOOVER FINANCIAL ADVISORS, INC.

ownership team - last updated 2018-11-15
Name Title Start Date Direct/Indirect % Ownership
HOOVER, PETER, KENT CHIEF EXECUTIVE OFFICER 09/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
HOOVER FINANCIAL ADVISORS, P.C. CHIEF EXECUTIVE OFFICER direct 2017-09-01
IFG RUSSELL ADVISORS INC TREASURER direct 1994-09-01 2004-01-08
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. TREASURER direct 1988-04-01 2005-02-15
IFG RUSSELL ADVISORS INC INVESTMENT ADVISORY ASSOC. direct 2005-02-01 2005-03-22
HOOVER FINANCIAL ADVISORS, P.C. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-01-01 2017-01-26
MULLIN, WILLIAM, BARRETT PRESIDENT 09/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
HOOVER FINANCIAL ADVISORS, P.C. PRESIDENT direct 2017-09-01
VILLANOVA FINANCIAL SERVICES, INC. CHIEF COMPLIANCE OFFICER AND PRESIDENT direct 2007-07-01
MURPHY, KELLY, ELIZABETH CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HOOVER FINANCIAL ADVISORS, P.C. CHIEF COMPLIANCE OFFICER direct 2017-09-01

HOOVER FINANCIAL ADVISORS, P.C.

ownership team - last updated 2017-09-26
Name Title Start Date Direct/Indirect % Ownership
MURPHY, KELLY, ELIZABETH CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HOOVER FINANCIAL ADVISORS, P.C. CHIEF COMPLIANCE OFFICER direct 2017-09-01
MULLIN, WILLIAM, BARRETT PRESIDENT 09/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
HOOVER FINANCIAL ADVISORS, P.C. PRESIDENT direct 2017-09-01
VILLANOVA FINANCIAL SERVICES, INC. CHIEF COMPLIANCE OFFICER AND PRESIDENT direct 2007-07-01
HOOVER, PETER, KENT CHIEF EXECUTIVE OFFICER 09/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
HOOVER FINANCIAL ADVISORS, P.C. CHIEF EXECUTIVE OFFICER direct 2017-09-01
IFG RUSSELL ADVISORS INC TREASURER direct 1994-09-01 2004-01-08
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. TREASURER direct 1988-04-01 2005-02-15
IFG RUSSELL ADVISORS INC INVESTMENT ADVISORY ASSOC. direct 2005-02-01 2005-03-22
HOOVER FINANCIAL ADVISORS, P.C. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-01-01 2017-01-26

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