CARLTON HOFFERKAMP & Overview
Carlton Hofferkamp & Jenks Wealth Management Llc is an investment advisor that manages 255.8 MM dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 09/30/21. The fund's latest filing disclosed 249MM in positions, representing 97% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/21. The fund's latest filing disclosed 249MM in positions, representing 97% of the manager's regulatory AUM.
CARLTON HOFFERKAMP & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CARLTON HOFFERKAMP & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| RSP | 8.23% | ETF | 7.9% | -0.11% | 0 | 4% | ||
| SCHB | 7.83% | ETF | 8.9% | -0.02% | 0 | 3% | ||
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FEATURED IN
CARLTON HOFFERKAMP & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James C. Carlton | Managing Director/Chief Compliance Officer | August-2010 |
| Barbara K. Jenks | Principal | August-2010 |
| Scott M. Hofferkamp | Principal | August-2010 |
| Hunter A. Hernandez | Client Relations | August-2010 |
| John E. Sinitiere | Client Relations | August-2010 |
CARLTON HOFFERKAMP & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CARLTON HOFFERKAMP & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Initially we determine through consultation with our clients what mix of investments would work best for them. The type of securities that we most often own in our client’s accounts are
individual stocks, bonds, exchange traded funds, real estate investment trusts, master limited partnerships and mutual funds. Factors we consider in determining the appropriate mix for each client are their age, financial situation, goals for the future and feelings toward risk and volatility. Once we determine what types of investments will make up the account, we decide which
specific securities to own.
Our investment selection process is two-fold:
1) Fundamental analysis3 is conducted for each security. Using numerous research sources and information from the company itself, we establish a reason to own or not to own a particular stock.
2) Technical analysis4 is applied to see how a stock ...
Unlock Full Investment Process Description
Initially we determine through consultation with our clients what mix of investments would work best for them. The type of securities that we most often own in our client’s accounts are
individual stocks, bonds, exchange traded funds, real estate investment trusts, master limited partnerships and mutual funds. Factors we consider in determining the appropriate mix for each client are their age, financial situation, goals for the future and feelings toward risk and volatility. Once we determine what types of investments will make up the account, we decide which
specific securities to own.
Our investment selection process is two-fold:
1) Fundamental analysis3 is conducted for each security. Using numerous research sources and information from the company itself, we establish a reason to own or not to own a particular stock.
2) Technical analysis4 is applied to see how a stock ...
Unlock Full Investment Process Description
CARLTON HOFFERKAMP & Portfolio Concentration
CARLTON HOFFERKAMP & Location
10200 GROGAN'S MILL ROAD
SUITE 340
THE WOODLANDS, Texas
UNITED STATES, 77380
SUITE 340
THE WOODLANDS, Texas
UNITED STATES, 77380
CARLTON HOFFERKAMP & Contact Information
Phone Number: 281-298-2700
Fax Number: 281-298-2760
Website: http://chjwealthmanagement.com
Fax Number: 281-298-2760
Website: http://chjwealthmanagement.com
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