Unclaimed Profile

Scott Michael Hofferkamp

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC·THE WOODLANDS, Texas

SIE, Series 3, Series 7, Series 31, Series 63, Series 65Clean record22 years registeredCARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

10200 GROGAN'S MILL ROAD, THE WOODLANDS, TX 77380CRD# 2764121Firm CRD# 154238

Profile Verification

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

Identity

Scott Michael Hofferkamp · THE WOODLANDS, TX

Registration

CRD #2764121 · CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

72CAPITAL, LLC

Jul 2025 – present

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

Aug 2010 – Nov 2024

SAN ANTONIO, TX

LPL FINANCIAL CORPORATION

Feb 2007 – Aug 2010

SAN ANTONIO, TX

UVEST FINANCIAL SERVICES GROUP, INC.

Jan 2006 – Mar 2007

HOUSTON, TX

AMEGY INVESTMENTS, INC.

Jan 2004 – Jan 2006

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · January 9, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

CRD 154238 · SEC 801-71684

AUM

$502M

Regulatory assets under management

Employees

675 client accounts

Services offered by CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Michael Hofferkamp offer?

Scott Michael Hofferkamp specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in THE WOODLANDS, Texas for a consultation.

What are Scott Michael Hofferkamp's credentials?

Scott Michael Hofferkamp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Michael Hofferkamp located?

Scott Michael Hofferkamp is based in THE WOODLANDS, Texas, working with CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.

How does Scott Michael Hofferkamp charge for services?

Scott Michael Hofferkamp'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 CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC?

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $502M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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