RIA Intel›Advisers›Idaho›HOCHSTRAT INVESTMENTS LLC

HOCHSTRAT INVESTMENTS LLC

Advisory

ID

Data as of May 23, 2025 · Source: SEC Form ADV

Average account

$69K

across 51 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed May 23, 2025.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$0

Non-Discretionary AUM$4M

Discretionary %0%

Total Clients28

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

28 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ID

Closest by assets under management. All figures from Form ADV.

DELTA FINANCIAL ADVISORY LLC

$4M

JCO ADVISORS LLC

$3M

INVESTIFI WEALTH MANAGEMENT LLC

$4M

WIND RIVER ADVISORS, L.L.C.

IDAHO FALLS, ID

$3M

SUMMIT CREEK CAPITAL LLC

$4M

CAPITAL FINANCIAL BOISE, INC.

$4M

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