HOYLECOHEN, LLC
CRD #141125 SEC #801-67037 SAN DIEGO, CA 858-576-7300
SEC Registered
Total AUM
$3.4B
Discretionary
$3.4B
Employees
64
Clients
251
Accounts
5,427
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2024 | $3.4B | $3.4B | $17.4M | 64 | 5 |
| Mar 2024 | $3.4B | $3.4B | $17.4M | 64 | 5 |
| Sep 2023 | $3.1B | $3.1B | $0 | 62 | 5 |
| Sep 2023 | $3.1B | $3.1B | $0 | 62 | 5 |
| Sep 2023 | $3.1B | $3.1B | $0 | 62 | 5 |
| Mar 2023 | $3.1B | $3.1B | $0 | 62 | 5 |
| Jul 2022 | $3.2B | $3.2B | $0 | 47 | 5 |
| Mar 2022 | $3.2B | $3.2B | $0 | 47 | 5 |
| Jan 2022 | $2.7B | $2.7B | $1M | 50 | 0 |
| Jan 2022 | $2.7B | $2.7B | $1M | 50 | 0 |
| Jun 2021 | $2.7B | $2.7B | $1M | 50 | 0 |
| Mar 2021 | $2.7B | $2.7B | $1M | 50 | 0 |
| Oct 2020 | $2.4B | $2.4B | $909.7K | 49 | 0 |
| Jun 2020 | $1.9B | $1.9B | $0 | 44 | 0 |
| Mar 2020 | $1.9B | $1.9B | $0 | 44 | 0 |
| Mar 2019 | $1.7B | $1.7B | $0 | 44 | 0 |
| Nov 2018 | $1.7B | $1.7B | $0 | 39 | 0 |
| Aug 2018 | $1.7B | $1.7B | $0 | 39 | 0 |
| Mar 2018 | $1.7B | $1.7B | $0 | 39 | 0 |
| Jul 2017 | $1.6B | $1.6B | $0 | 39 | 900 |
| Jun 2017 | $1.6B | $1.6B | $0 | 39 | 900 |
| Mar 2017 | $823.1M | $823.1M | $0 | 29 | 600 |
| Dec 2016 | $786.3M | $786.3M | $0 | 29 | 800 |
| Mar 2016 | $786.3M | $786.3M | $0 | 29 | 800 |
| Nov 2015 | $747.1M | $747.1M | $0 | 24 | 700 |
| Oct 2015 | $747.1M | $747.1M | $0 | 24 | 700 |
| Mar 2015 | $747.1M | $747.1M | $0 | 24 | 700 |
| Mar 2014 | $597M | $597M | $0 | 24 | 600 |
| Mar 2013 | $550.1M | $550.1M | $0 | 19 | 600 |
| Mar 2012 | $466.6M | $466.6M | $0 | 11 | 500 |
| Mar 2012 | $466.6M | $466.6M | $0 | 11 | 500 |
| Mar 2011 | $429.4M | $429.4M | $0 | -- | -- |
| Apr 2010 | $345.3M | $339.1M | $6.3M | -- | -- |
| Mar 2009 | $251.7M | $251.7M | $0 | -- | -- |
| Mar 2009 | $251.7M | $251.7M | $0 | -- | -- |
| Sep 2008 | $289M | $289M | $0 | -- | -- |
| Nov 2007 | $261.6M | $261.6M | $0 | -- | -- |
| Mar 2007 | $261.6M | $261.6M | $0 | -- | -- |
DateMay 2024
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$17.4M
Employees64
Clients5
DateMar 2024
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$17.4M
Employees64
Clients5
DateSep 2023
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees62
Clients5
DateSep 2023
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees62
Clients5
DateSep 2023
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees62
Clients5
DateMar 2023
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees62
Clients5
DateJul 2022
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees47
Clients5
DateMar 2022
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees47
Clients5
DateJan 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$1M
Employees50
Clients0
DateJan 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$1M
Employees50
Clients0
DateJun 2021
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$1M
Employees50
Clients0
DateMar 2021
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$1M
Employees50
Clients0
DateOct 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$909.7K
Employees49
Clients0
DateJun 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees44
Clients0
DateMar 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees44
Clients0
DateMar 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees44
Clients0
DateNov 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees39
Clients0
DateAug 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees39
Clients0
DateMar 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees39
Clients0
DateJul 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees39
Clients900
DateJun 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees39
Clients900
DateMar 2017
Total AUM$823.1M
Discretionary$823.1M
Non-Disc.$0
Employees29
Clients600
DateDec 2016
Total AUM$786.3M
Discretionary$786.3M
Non-Disc.$0
Employees29
Clients800
DateMar 2016
Total AUM$786.3M
Discretionary$786.3M
Non-Disc.$0
Employees29
Clients800
DateNov 2015
Total AUM$747.1M
Discretionary$747.1M
Non-Disc.$0
Employees24
Clients700
DateOct 2015
Total AUM$747.1M
Discretionary$747.1M
Non-Disc.$0
Employees24
Clients700
DateMar 2015
Total AUM$747.1M
Discretionary$747.1M
Non-Disc.$0
Employees24
Clients700
DateMar 2014
Total AUM$597M
Discretionary$597M
Non-Disc.$0
Employees24
Clients600
DateMar 2013
Total AUM$550.1M
Discretionary$550.1M
Non-Disc.$0
Employees19
Clients600
DateMar 2012
Total AUM$466.6M
Discretionary$466.6M
Non-Disc.$0
Employees11
Clients500
DateMar 2012
Total AUM$466.6M
Discretionary$466.6M
Non-Disc.$0
Employees11
Clients500
DateMar 2011
Total AUM$429.4M
Discretionary$429.4M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$345.3M
Discretionary$339.1M
Non-Disc.$6.3M
Employees--
Clients--
DateMar 2009
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees--
Clients--
DateSep 2008
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$261.6M
Discretionary$261.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$261.6M
Discretionary$261.6M
Non-Disc.$0
Employees--
Clients--