Carlton, Hofferkamp And Jenks Wealth Management, Llc
- Regulatory AUM
- $600M
- Discretionary
- $600M
- Clients
- 309
- Avg AUM / client
- $1.9M
- Accounts
- 696
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 185 | $32.4M | 5.4% |
| High net worth individuals | 124 | $568M | 94.6% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Clark Carlton | Managing Director | Aug 2010 (16y) | 25% – 50% | |
| Sinitiere, John, Edward | Chief Compliance Officer | Nov 2018 (8y) | Less than 5% | |
| Bredl, Erich, E. | Owner | Jun 2021 (5y) | 10% – 25% | |
| Ebrecht, Daryn | Owner | Jun 2021 (5y) | ≈ 1.25% – 5% via Ebrecht Equity Partnership Lp | |
| Ebrecht, Robin | Owner | Jun 2021 (5y) | ≈ 1.25% – 5% via Ebrecht Equity Partnership Lp | |
| Tubbs, Patricia | Owner | Jun 2021 (5y) | ≈ 7.5% – 25% via Charles B Tubbs Marital Trust | |
| Yates, Claire, C | Owner | Apr 2024 (2y) | 5% – 10% | |
| Hunter A. Hernandez | Registered representative | CFP | Jun 2022 (4y) | |
| Matthew L Clark | Registered representative | May 2025 (1y) | ||
| Michael West Smith | Registered representative | Jul 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Charles B Tubbs Marital Trust | Owner | Jun 2021 | A | 10% – 25% |
| Tdr Hamil Family Ltd | Owner | Jun 2021 | A | 5% – 10% |
| Ebrecht Equity Partnership Lp | Owner | Jun 2021 | A | 5% – 10% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ebrecht, Daryn: 25% – 50% of Ebrecht Equity Partnership Lp × 5% – 10% direct ≈ 1.25% – 5% of the firm
- Ebrecht, Robin: 25% – 50% of Ebrecht Equity Partnership Lp × 5% – 10% direct ≈ 1.25% – 5% of the firm
- Tubbs, Patricia: 75% – 100% of Charles B Tubbs Marital Trust × 10% – 25% direct ≈ 7.5% – 25% of the firm
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) | 03/24/2026 | 914 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
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $571M (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗