HA
Hanold Asset Management, Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 123562
·
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ADV data as of Jan 24, 2017
- Regulatory AUM
- $22.0M
- Discretionary
- $22.0M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 28
- Employees
- 1
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Comstock Hanold | Registered representative | CFA | Dec 2000 (26y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/24/2017 | 990 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 24, 2017.
View current Form ADV (SEC/IAPD) ↗