HANOVER ADVISORS, INC

Adviser information for HANOVER ADVISORS, INC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Georgia, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 3

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 643 $300.8M
Non-Discretionary 18 $1.8M
Total 661 $302.5M

Clients

Type Number RAUM
Individuals 150 $49.6M
HNW Individuals 71 $250.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $700,546
Charitable organizations <5 $318,299
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $1.2M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesPublication of periodicals or newsletters
Compensation % of AUMDPL, NITROGEN

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 302.5M
Both for Same 0
Portfolio Manager to Program Sponsor
HANOVER ADVISORS WRAP FEE PROGRAM HANOVER ADVISORS, INC

Identifiers

SEC RIA File Number 801-63150
SEC ERA File Number 801-63150
SEC CIK Numbers 914973
SEC CRD Numbers 119655
Legal Entity Identifier None

Principal Office

101 ROCKWOOD DRIVE
SENECA
SC
United States
Monday - Friday, 9 AM - 5PM
Tel: 864-235-6760, Fax: None

Chief Compliance Officer

STEPHEN MOLYNEAUX
PRESIDENT
101 ROCKWOOD DRIVE
SENECA
SC
United States
Tel: 864-235-6760
Fax: 864-235-6758
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MOLYNEAUX, STEPHEN, FRANCIS Individual PRESIDENT, CHIEF COMPLIANCE OFFICER, CEO, CFO, COO, CIO 11/1989 > 75%

No. Employees, Historic

105020192020202120222023202420253 on 6/27/20194 on 4/27/20204 on 6/30/20204 on 8/12/20204 on 3/31/20214 on 4/30/20213 on 3/28/20223 on 3/28/20223 on 4/29/20223 on 9/15/20223 on 12/20/20234 on 3/29/2024

RAUM, Historic

400M200M02019202020212022202320242025201272725 on 6/27/2019230774966 on 4/27/2020230774966 on 6/30/2020230774966 on 8/12/2020256984579 on 3/31/2021256984579 on 4/30/2021315817475 on 3/28/2022315817475 on 3/28/2022315817475 on 4/29/2022315817475 on 9/15/2022274872240 on 12/20/2023302542783 on 3/29/2024

No. Clients, Historic

70035002019202020212022202320242025537 on 6/27/2019538 on 4/27/2020538 on 6/30/2020538 on 8/12/2020643 on 3/31/2021643 on 4/30/2021311 on 3/28/2022311 on 3/28/2022311 on 4/29/2022311 on 9/15/2022242 on 12/20/2023225 on 3/29/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ARK ETF TR INNOVATION ETF 504K 11K
APPLE INC COM 241K 1K
BANK AMERICA CORP COM 541K 14K
BERKSHIRE HATHAWAY INC DEL CL A 612K 1
SRH TOTAL RETURN FUND INC COM 203K 14K
COCA COLA CO COM 1M 20K
DIGITAL RLTY TR INC COM 274K 2K
DIMENSIONAL ETF TRUST INTL CORE EQT MK 214K 7K
DIMENSIONAL ETF TRUST US EQUITY ETF 595K 10K
DIMENSIONAL ETF TRUST US SMALL CAP ETF 312K 5K
DIMENSIONAL ETF TRUST US TARGETED VLU 354K 7K
DIMENSIONAL ETF TRUST US CORE EQUITY 2 368K 11K
DIMENSIONAL ETF TRUST EMERGING MKTS VA 521K 19K
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 213K 8K
DIMENSIONAL ETF TRUST INTL SMALL CAP V 495K 18K
DIMENSIONAL ETF TRUST INTERNATNAL VAL 413K 11K
DIMENSIONAL ETF TRUST US SMALL CAP VAL 452K 16K
DIMENSIONAL ETF TRUST US HIGH PROFITAB 335K 10K
EMPIRE ST RLTY TR INC CL A 100K 11K
FIRST TR EXCHANGE-TRADED FD RBA INDL ETF 720K 11K
GLOBAL PMTS INC COM 668K 7K
GLOBUS MED INC CL A 382K 6K
HOME DEPOT INC COM 329K 955
INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 239K 15K
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 445K 25K
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 750K 38K
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 1M 66K
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 1M 72K
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 2M 104K
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 559K 27K
ISHARES TR S&P 100 ETF 251K 950
ISHARES TR CORE US AGGBD ET 372K 4K
ISHARES TR GLOBAL TECH ETF 1M 12K
ISHARES TR 7-10 YR TRSY BD 1M 13K
ISHARES TR RUS 1000 VAL ETF 629K 4K
ISHARES TR RUS 1000 GRW ETF 681K 2K
ISHARES TR RUSSELL 3000 ETF 13M 41K
ISHARES TR SHORT TREAS BD 682K 6K
ISHARES TR A RATE CP BD ETF 2M 42K
ISHARES TR CORE HIGH DV ETF 364K 3K
ISHARES INC MSCI EMRG CHN 593K 10K
ISHARES TR 0-3 MNTH TREASRY 366K 4K
JPMORGAN CHASE & CO. COM 244K 1K
LXP INDUSTRIAL TRUST COM 237K 26K
MARINE PRODS CORP COM 789K 78K
MICROSOFT CORP COM 2M 5K
OAKTREE SPECIALTY LENDING CO COM 531K 28K
PACKAGING CORP AMER COM 1M 7K
PARK HOTELS & RESORTS INC COM 220K 15K
PEPSICO INC COM 291K 2K
RXSIGHT INC COM 301K 5K
SPDR S&P 500 ETF TR TR UNIT 37M 68K
SPDR INDEX SHS FDS GLB NAT RESRCE 425K 8K
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 6M 11K
SPDR SER TR BLOOMBERG HIGH Y 355K 4K
SPDR SER TR BLOOMBERG 1-3 MO 29M 312K
SSGA ACTIVE TR SPDR BLACKSTONE 960K 34K
SCHWAB STRATEGIC TR US BRD MKT ETF 550K 9K
SELECT SECTOR SPDR TR ENERGY 489K 5K
SELECT SECTOR SPDR TR TECHNOLOGY 752K 3K
SOUTHSTATE CORPORATION COM 212K 3K
VANGUARD SPECIALIZED FUNDS DIV APP ETF 16M 89K
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 297K 2K
VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 527K 6K
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 632K 6K
VANGUARD BD INDEX FDS LONG TERM BOND 672K 10K
VANGUARD BD INDEX FDS INTERMED TERM 7M 96K
VANGUARD BD INDEX FDS SHORT TRM BOND 318K 4K
VANGUARD BD INDEX FDS TOTAL BND MRKT 400K 6K
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 564K 11K
VANGUARD WHITEHALL FDS HIGH DIV YLD 4M 34K
VANGUARD MALVERN FDS STRM INFPROIDX 2M 32K
VANGUARD BD INDEX FDS VANGUARD ULTRA 343K 7K
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 246K 5K
VANGUARD WORLD FD ENERGY ETF 275K 2K
VANGUARD WORLD FD FINANCIALS ETF 364K 4K
VANGUARD WORLD FD INDUSTRIAL ETF 656K 3K
VANGUARD WORLD FD INF TECH ETF 2M 3K
VANGUARD WORLD FD COMM SRVC ETF 457K 3K
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 226K 4K
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 373K 5K
VANGUARD SCOTTSDALE FDS INT-TERM CORP 451K 6K
VANGUARD MUN BD FDS TAX EXEMPT BD 2M 31K
VANGUARD INDEX FDS S&P 500 ETF SHS 3M 5K
VANGUARD INDEX FDS REAL ESTATE ETF 618K 7K
VANGUARD INDEX FDS EXTEND MKT ETF 395K 2K
VANGUARD INDEX FDS GROWTH ETF 3M 8K
VANGUARD INDEX FDS VALUE ETF 2M 12K
VANGUARD INDEX FDS TOTAL STK MKT 58M 216K
VICI PPTYS INC COM 720K 25K
WISDOMTREE TR US MIDCAP DIVID 555K 12K