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HOLLENCREST CAPITAL MANAGEMENT
HOLLENCREST CAPITAL MANAGEMENT, LLC
CRD 46217 · SEC 801-55904
100 BAYVIEW CIRCLE, SUITE 500, NEWPORT BEACH, CA, 92660-8903, United States
Phone
949-737-7700
Fax
949-737-7703
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.87B
Discretionary AUM
$1.51B
Team
19 total employees; 19 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; Performance-based fees; FEES RELATED TO REAL ESTATE DEALS
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 295 | $255.5M |
| High net worth individuals | 166 | $2.21B |
| Pooled investment vehicles | 3 | $75.8M |
| Charitable organizations | 7 | $86.5M |
| Corporations/business entities | 6 | $211.6M |
States served
AZ, CA, CO, NV, OR, TN, UT, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD