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JH

Jacob R. Hoheisel

Some features on this profile are disabled
CRD#: 7863279
JH

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jacob R Hoheisel, who also goes by Jacob Richard Hoheisel, Jake Richard Hoheisel, was a registered financial professional .

Jacob is a previously registered financial professional and started their career in finance in 2024. Jacob had worked at 1 firm and has passed the SIE exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jacob Richard Hoheisel | Jake Richard Hoheisel

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 27, 2024 - August 29, 2025

PYA WALTMAN CAPITAL, LLC

RIA
CRD#: 137283
KNOXVILLE, TN

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".
PW
PYA WALTMAN CAPITAL, LLC
PYA WALTMAN CAPITAL, LLC | PYM WALTMAN CAPITAL, LLC

CRD#: 137283 / SEC#: 801-64909

RIA
Registered Investment Advisory firm - (12/9/2005 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 12/31/2021
Securities Industry Essentials Examination

Current Firm

PW
PYA WALTMAN CAPITAL, LLC
PYA WALTMAN CAPITAL, LLC | PYM WALTMAN CAPITAL, LLC

CRD#: 137283 / SEC#: 801-64909

RIA
Registered Investment Advisory firm - (12/9/2005 Approved)
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Contact information

Main Address
1402 Ebenezer Road, Knoxville, TN 37922
Mailing Address
Phone number
(865) 693-6301
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (9 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

PYAW FORM ADV PART 2A 3.12.2025 (3/12/2025)

Regulatory assets under management

Total Number of Accounts1,367
AUM (Assets Under Management)$ 819,277,781

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

PYA WALTMAN CAPITAL, LLC

CRD#: 137283

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