AdvisorOS Directory
Claim Profile
Unclaimed Profile
HG

Hoy Carter Grimm

LECONTE WEALTH MANAGEMENT, LLC·MARYVILLE, Tennessee
Clean recordLECONTE WEALTH MANAGEMENT, LLC
703 WILLIAM BLOUNT DRIVE, MARYVILLE, TN 37801CRD# 1565185Firm CRD# 168539

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Hoy Carter Grimm · MARYVILLE, TN
Registration
CRD #1565185 · LECONTE WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Hoy Carter Grimm is a registered financial advisor based in MARYVILLE, Tennessee, affiliated with LECONTE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Hoy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Hoy is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
LECONTE WEALTH MANAGEMENT, LLC
LECONTE WEALTH MANAGEMENT, LLC
AUM
$262M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at LECONTE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1565185
Firm CRD# 168539
View on FINRA BrokerCheck →

Looking for a financial advisor in MARYVILLE?

Browse all registered financial advisors in MARYVILLE, Tennessee or claim this profile if it's yours.

Browse MARYVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Hoy Carter Grimm offer?
Hoy Carter Grimm specializes in Financial Planning, Investment Management. Contact their office in MARYVILLE, Tennessee for a consultation.
What are Hoy Carter Grimm's credentials?
Hoy Carter Grimm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hoy Carter Grimm located?
Hoy Carter Grimm is based in MARYVILLE, Tennessee, working with LECONTE WEALTH MANAGEMENT, LLC. Their office serves clients in the MARYVILLE metropolitan area and surrounding communities.
How does Hoy Carter Grimm charge for services?
Hoy Carter Grimm's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LECONTE WEALTH MANAGEMENT, LLC?
LECONTE WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LECONTE WEALTH MANAGEMENT, LLC

Jonathan Keith Dockery
MARYVILLE, TN
Kevin A. Painter
MARYVILLE, TN

More Advisors in MARYVILLE, Tennessee

Bradford Coleman Denning
OMPHALOS PARTNERS, LLC·MARYVILLE, TN
Brandt Henson Walker
OMPHALOS PARTNERS, LLC·MARYVILLE, TN
Nathan Elliot Pearl
OMPHALOS PARTNERS, LLC·MARYVILLE, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)JOHNSON CITY (22)JACKSON (19)KINGSPORT (13)GERMANTOWN (11)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Request removal of this profile