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Hollencrest Capital Management

Headquartered in NEWPORT BEACH, CA

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Firm Information

Hollencrest Capital Management is a terminated Limited Liability Company that was formed on June 10, 1998. The firm was headquartered in Newport Beach, California, and provided a range of advisory services including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and consulting services. The firm managed assets for a variety of client types, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm was registered with the SEC and had a total of 18 employees. The firm’s last reported assets under management were $2,369,923,423.

Hollencrest Capital Management

100 BAYVIEW CIRCLE

NEWPORT BEACH, CA 92660-8903

$2.37B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Fees related to real estate deals

Branch Locations (1)

HOLLENCREST CAPITAL MANAGEMENT has a total of 1 branch locations across the country.
location

NEWPORT BEACH, CA

Advisors at Hollencrest Capital Management

View All 14 Advisors
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Zachary James Staggs

RA

NEWPORT BEACH, CA

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Dale Vaughn Sefarian

RA

NEWPORT BEACH, CA

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Shawn Kim

RA

NEWPORT BEACH, CA

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Michelle Elizabeth Petersen

RA

NEWPORT BEACH, CA

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Kyle Edward Fincher

RA

NEWPORT BEACH, CA

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Robert Burr Wolford

CFC®, RA

NEWPORT BEACH, CA

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Sean Seung Lee

RA

NEWPORT BEACH, CA

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Christopher Lee Duong

CFA®, RA

NEWPORT BEACH, CA

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Disclosures

There are 2 public disclosures for Hollencrest Capital Management. Review regulatory record here.

Frequently Asked Questions (9)

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