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FH

Francis M. Hogle

BASE MANAGEMENT CO
BALTIMORE, MD 21204-2186
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CRD#: 248151
FH

Professional summary


Francis Midland Hogle III, who also goes by Francis M Hogle III, Francis Miland Hogle III, Francis Miland Hogle, is a registered financial advisor currently at BASE MANAGEMENT CO located in Baltimore, Maryland.

Francis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1973. Francis has worked at 3 firms and has passed the Series 65, Series 63, Series 55, Series 15, Series 5, Series 1, Series 53, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Francis M Hogle Iii | Francis Miland Hogle Iii | Francis Miland Hogle

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Francis Midland Hogle III's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 15, 1990 - Present

BASE MANAGEMENT CO

Office #1: 1107 Kenilworth Drive Suite 302, Baltimore, MD 21204-2186
RIA
CRD#: 104600
BALTIMORE, MD
Past

July 1, 1986 - January 3, 2006

THE RIDERWOOD GROUP INCORPORATED

BD
CRD#: 16681
TOWSON, MD
Past

March 1, 1973 - July 16, 1986

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Maryland
(11/15/1990)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/5/1990
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 3/29/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 15
Date: 1/12/1983
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 5
Date: 1/19/1982
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 1
Date: 2/27/1973
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BM
BASE MANAGEMENT CO
BASE MANAGEMENT CO

CRD#: 104600 / SEC#: 801-28328

RIA
Registered Investment Advisory firm - (5/7/2024 Terminated)
Maryland
Registered Investment Advisory firm - (4/19/2024 Approved)
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Contact information


Main Address
600 Baltimore Avenue Adams Bldg, Suite 306, Towson, MD 21204
Mailing Address
Phone number
(410) 583-4828
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts39
AUM (Assets Under Management)$ 76,947,920

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
02/20/2025
Cover Page
02/28/2024
02/03/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BASE MANAGEMENT CO

CRD#: 104600Baltimore, MD 21204-2186

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