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LH

Lacy H. Hunt

HOISINGTON INVESTMENT MANAGEMENT CO
AUSTIN, TX 78746
Some features on this profile are disabled
CRD#: 4337723
LH

Professional summary

Lacy Harris Hunt is a registered financial advisor currently at HOISINGTON INVESTMENT MANAGEMENT CO located in Austin, Texas.

Lacy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lacy has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
DR. HUNT OCCASIONALLY MAKES SPEECHES ON ECONOMIC ISSUES TO BUSINESS OR PROFESSIONAL GROUPS AND MAY BE COMPENSATED FOR THIS WORK. THE SPEECHES OCCUR INFREQUENTLY, AND DR. HUNT DOES NOT SPEND A SUBSTANTIAL AMOUNT OF TIME ON THEM DURING BUSINESS OR SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lacy Harris Hunt'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

June 11, 2010 - Present

HOISINGTON INVESTMENT MANAGEMENT CO

Office #1: 6836 Bee Caves Rd. Bldg. 2, Suite 100, Austin, TX 78746
RIA
CRD#: 107710
AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HI
HOISINGTON INVESTMENT MANAGEMENT CO
HOISINGTON INVESTMENT MANAGEMENT CO

CRD#: 107710 / SEC#: 801-15602

RIA
Registered Investment Advisory firm - (10/30/1980 Approved)

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
Texas
(6/11/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/10/2010
Uniform Investment Adviser Law Examination

Current Firm

HI
HOISINGTON INVESTMENT MANAGEMENT CO
HOISINGTON INVESTMENT MANAGEMENT CO

CRD#: 107710 / SEC#: 801-15602

RIA
Registered Investment Advisory firm - (10/30/1980 Approved)
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Contact information

Main Address
6836 Fm 2244 Rd Bldg 2 Suite 100, Austin, TX 78746-5070
Mailing Address
Phone number
(512) 327-7200
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HOISINGTON PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts29
AUM (Assets Under Management)$ 2,970,976,264

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

HOISINGTON INVESTMENT MANAGEMENT CO

CRD#: 107710Austin, TX 78746

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