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 09/30/16. The fund's latest filing disclosed 128MM in positions, representing 50% of the manager's regulatory AUM.

CARLTON HOFFERKAMP & StockAlpha

-5.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CARLTON HOFFERKAMP & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
RSP 8.66% ETF 5.89% 0.09% 0 2%
XOM 8.43% Energy 2.87% -0.33% 0 29%
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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 ...
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CARLTON HOFFERKAMP & Portfolio Concentration

CARLTON HOFFERKAMP & Location

10200 GROGAN'S MILL ROAD
SUITE 340
THE WOODLANDS, Texas
UNITED STATES, 77380

CARLTON HOFFERKAMP & Contact Information

Phone Number: 281-298-2700
Fax Number: 281-298-2760
Website:

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