Hja Wealth Advisor Group LLC (Asheville)

Hja Wealth Advisor Group LLC is a large advisory firm based in Asheville. It manages $65.23 million of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Georgia, North Carolina, and South Carolina.

Hja Wealth Advisor Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hja Wealth Advisor Group: assets under management

The assets under management (AUM) of Hja Wealth Advisor Group LLC is $65.23 million. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $63.44 million in discretionary accounts and $1.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $783.2 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.8 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hja Wealth Advisor Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hja Wealth Advisor Group LLC

Frank Woodfin Hoyle has been acting as President since 1 Mar 2004. Dixon Hughes Financial Services Llc joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Eugene Hansen	Member	1 Sep 2000	Other	4366037
Lynn Edward Johnson	Member	1 Sep 2000	Other	4366043
Carl Edward Shaw	Member	1 Sep 2000	Other	4366045
Timothy Virgil Novak	Member	1 Sep 2000	Other	4366051
Larry Edward Lee	Member	1 Sep 2000	Other	4366053
Frederick Franklin Kramer	Manager	1 Oct 2000	Other	1088636
James Fraley Engel	Member	1 Nov 2000	Other	4366057
Francis Joseph Costerisan	Member	1 Nov 2000	Other	4366063
Frank Woodfin Hoyle	President	1 Mar 2004	Other	1366978
Dixon Hughes Financial Services Llc	Member	1 Mar 2004	75% - 100%	57-1104234

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Dixon Hughes Pllc	Member	1 Mar 2004	50% - 75%	56-0747981

Based in Asheville

The principal office where Hja Wealth Advisor Group LLC performs its advisory services is located at 500 Ridgefield Court, Suite 100, Asheville, NC 28806 The mailing address of the firm is P.O. Box 3049, Asheville, NC 28802. An additional office of the firm is in Hendersonville, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-840-4715 or by fax 828-254-6859. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.