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 |
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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 |
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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 |
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Compensation | % of AUMDPL, NITROGEN |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
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Sponsor | 0 |
Portfolio Manager | 302.5M |
Both for Same | 0 |
Portfolio Manager to Program | Sponsor |
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HANOVER ADVISORS WRAP FEE PROGRAM | HANOVER ADVISORS, INC |
Principal Office
101 ROCKWOOD DRIVESENECA
SC
United States
Monday - Friday, 9 AM - 5PM
Tel: 864-235-6760, Fax: None
Websites
Chief Compliance Officer
STEPHEN MOLYNEAUX
PRESIDENT
101 ROCKWOOD DRIVE
SENECA
SC
United States
Tel:
864-235-6760
Fax:
864-235-6758
S*********@*********************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |