Unclaimed Profile

William Howard Hoover

EUCLID INVESTMENT ADVISORY, LLC·BETHESDA, Maryland

SIE, Series 7, Series 66Clean record19 years registeredEUCLID INVESTMENT ADVISORY, LLC

4701 SANGAMORE ROAD, BETHESDA, MD 20816CRD# 4686428Firm CRD# 116740

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Howard Hoover · BETHESDA, MD

Registration

CRD #4686428 · EUCLID INVESTMENT ADVISORY, LLC · 19 years registered

Brand Profile

Not yet started

Career History

FORTIS CAPITAL ADVISORS, LLC

Mar 2025 – present

CX INSTITUTIONAL, LLC

Aug 2023 – Feb 2025

Ormond Beach, FL

EUCLID INVESTMENT ADVISORY, LLC

Jan 2015 – Nov 2023

BETHESDA, MD

CONCORDIUS CAPITAL ADVISORS

Nov 2013 – Nov 2014

ST PETERSBURG, FL

AMS ADVISORS LLC

May 2007 – Dec 2012

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 16, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EUCLID INVESTMENT ADVISORY, LLC

CRD 116740 · SEC 801-60766

AUM

$70M

Regulatory assets under management

Employees

74 client accounts

Services offered by EUCLID INVESTMENT ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at EUCLID INVESTMENT ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does William Howard Hoover offer?

William Howard Hoover specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BETHESDA, Maryland for a consultation.

What are William Howard Hoover's credentials?

William Howard Hoover is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Howard Hoover located?

William Howard Hoover is based in BETHESDA, Maryland, working with EUCLID INVESTMENT ADVISORY, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does William Howard Hoover charge for services?

William Howard Hoover's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EUCLID INVESTMENT ADVISORY, LLC?

EUCLID INVESTMENT ADVISORY, LLC has approximately 3 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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