Full-service capital management designed for ambitious professionals. We protect, grow, and optimize your portfolio so you can focus on what matters most.
Most professionals are too busy building their careers to properly manage their capital. The result? Missed opportunities, unnecessary risk, and financial anxiety.
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Underperforming Portfolios
Generic investment strategies leave money on the table. Without active management tailored to your goals, your portfolio is likely underperforming the market by 2-4% annually.
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No Time for Financial Planning
Between demanding careers and personal life, finding time to research investments, optimize taxes, and plan for the future feels impossible — yet the cost of inaction compounds daily.
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Conflicted Advice
Most advisors earn commissions on products they sell, creating a fundamental conflict of interest. You deserve advice built around your success, not your advisor's quarterly bonus.
Our Solutions
Comprehensive Capital Management, Built Around You
Every strategy we craft is anchored in your unique financial landscape, risk tolerance, and long-term ambitions.
Portfolio Management
Actively managed, diversified portfolios using institutional-grade strategies previously reserved for ultra-high-net-worth families.
Tax Optimization
Sophisticated tax-loss harvesting, Roth conversion strategies, and asset location planning that can save you tens of thousands annually.
Retirement Planning
Clear, actionable roadmaps that account for inflation, healthcare costs, and lifestyle goals — so you retire on your terms.
Estate & Legacy Planning
Protect and transfer your wealth efficiently with trusts, succession plans, and charitable giving strategies tailored to your values.
How It Works
Your Path to Financial Confidence
A clear, structured process that turns complexity into clarity — in four straightforward steps.
1
Discovery Call
A complimentary 30-minute conversation to understand your goals, concerns, and current financial picture. No obligations, no pressure.
2
Custom Blueprint
Our team analyzes your complete financial landscape and presents a personalized strategy with clear projections and actionable recommendations.
3
Implementation
We handle the heavy lifting — portfolio construction, account transitions, tax optimization — while keeping you informed every step of the way.
4
Ongoing Management
Continuous monitoring, quarterly reviews, and proactive adjustments ensure your strategy evolves as your life and the markets change.
Client Stories
Trusted by Professionals Like You
Our clients trust us with their most important financial decisions. Here's what they have to say.
"Hoyle & Stone transformed my approach to wealth. In two years, they restructured my portfolio, saved me $38K in taxes, and gave me total peace of mind. I only wish I'd found them sooner."
DR
Dr. Rebecca Lin
Chief of Surgery, NYU Langone
"As a tech executive with RSUs and complex compensation, I needed advisors who understood my situation. Their team mapped out a strategy that maximized every dollar. Absolutely world-class service."
MK
Marcus Kim
VP of Engineering, Fortune 100
"After selling my practice, I had significant capital to deploy. Hoyle & Stone created a diversified income strategy that lets me live comfortably while my wealth continues to grow. Truly grateful."
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Sandra Petrova
Retired Partner, Baker McKenzie
About Us
A Legacy of Fiduciary Excellence
Founded in 2008, Hoyle & Stone Capital Management was built on a simple premise: every professional deserves access to institutional-quality wealth management, guided by advisors who are legally bound to act in their best interest.
Our team of CFA charterholders, CFP® professionals, and CPAs brings decades of combined experience across private equity, institutional asset management, and tax advisory. We don't sell products — we build relationships.
Headquartered in New York with a national reach, we serve professionals across healthcare, technology, law, and finance who share one common goal: building lasting, generational wealth.
CFA & CFP® Certified
Fee-Only Structure
SEC Registered RIA
GIPS® Compliant
$500K Minimum
Nationwide Service
Get Started
Ready to Take Control of Your Financial Future?
Schedule a complimentary 30-minute discovery call with one of our senior advisors. No sales pitch — just a candid conversation about where you are, where you want to be, and how we can help you get there.
No commitment required · 100% confidential · Typically responds within 4 hours
🍪 We Value Your Privacy
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Privacy Policy
Last updated: May 24, 2026
1. Introduction
Hoyle & Stone Capital Management LLC ("we," "us," or "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website hoyle-stone.com and use our services.
2. Information We Collect
We may collect the following types of information:
Personal Information: Name, email address, phone number, mailing address, date of birth, Social Security number (for account setup), financial information, employment information, and investment objectives.
Usage Data: IP address, browser type and version, operating system, pages visited, time and date of visit, time spent on pages, and other diagnostic data.
Cookies and Tracking: We use cookies, web beacons, and similar technologies to collect information about your browsing activities. See our Cookie Policy section below.
3. How We Use Your Information
We use the information we collect to:
Provide, operate, and maintain our investment advisory services
Process and manage your investment accounts
Communicate with you about your accounts, market updates, and our services
Comply with legal and regulatory obligations (SEC, FINRA, state regulators)
Improve our website and user experience
Detect, prevent, and address fraud and security issues
4. Cookie Policy
Our website uses cookies — small text files placed on your device — to enhance your experience. We use:
Essential Cookies: Necessary for the website to function properly (session management, security).
Analytics Cookies: Help us understand how visitors interact with our site (Google Analytics or similar).
Marketing Cookies: Used to deliver relevant advertisements and track campaign performance.
You can manage cookie preferences through your browser settings. Disabling certain cookies may affect website functionality.
5. Information Sharing
We do not sell your personal information. We may share information with:
Custodians (e.g., Charles Schwab, Fidelity) for account administration
Service providers who assist in our operations under strict confidentiality agreements
Regulatory bodies as required by law (SEC, IRS, state securities regulators)
Legal authorities when required by law, subpoena, or court order
6. Data Security
We implement industry-standard security measures including encryption (SSL/TLS), multi-factor authentication, secure data centers, and regular security audits to protect your personal information. However, no method of electronic transmission or storage is 100% secure.
7. Your Rights
Depending on your jurisdiction, you may have the right to access, correct, delete, or port your personal data, as well as the right to opt out of marketing communications. California residents have additional rights under the CCPA. Contact us at [email protected] to exercise these rights.
8. Data Retention
We retain your personal information for as long as necessary to provide our services and comply with legal obligations, typically for a minimum of 5 years after termination of the advisory relationship, as required by SEC regulations.
9. Contact Us
For questions about this Privacy Policy, contact our Chief Compliance Officer at:
Hoyle & Stone Capital Management LLC
320 Park Avenue, Suite 1540, New York, NY 10022
Email: [email protected] | Phone: (212) 847-3690
Terms & Conditions
Last updated: May 24, 2026
1. Agreement to Terms
By accessing or using the Hoyle & Stone Capital Management LLC website (hoyle-stone.com) and services, you agree to be bound by these Terms and Conditions. If you do not agree with any part of these terms, you may not access or use our services.
2. Services Description
Hoyle & Stone Capital Management LLC is a registered investment advisor providing capital management, financial planning, portfolio management, tax optimization, retirement planning, and estate planning services. All investment advisory services are provided pursuant to a written advisory agreement.
3. No Investment Advice on Website
The content on this website is for informational purposes only and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any securities. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. You should consult with a qualified financial advisor before making any investment decisions.
4. Client Eligibility
Our services are available to individuals who meet our minimum investment threshold and who have entered into a formal advisory agreement. We reserve the right to decline prospective clients at our sole discretion. Services are offered only in jurisdictions where we are properly registered or exempt from registration.
5. Fees and Compensation
Our fee structure is detailed in our Form ADV Part 2A (Firm Brochure), which is provided to all prospective clients prior to engagement. We operate on a fee-only basis and do not receive commissions or referral fees from third-party product providers.
6. Intellectual Property
All content on this website, including text, graphics, logos, images, data compilations, and software, is the property of Hoyle & Stone Capital Management LLC and is protected by United States and international copyright laws. You may not reproduce, distribute, modify, or create derivative works without our prior written consent.
7. Limitation of Liability
To the fullest extent permitted by applicable law, Hoyle & Stone Capital Management LLC shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, goodwill, or investment returns, whether based on warranty, contract, tort, or any other legal theory.
8. Regulatory Disclosures
Hoyle & Stone Capital Management LLC is registered with the U.S. Securities and Exchange Commission (SEC) as an investment advisor. Registration does not imply a certain level of skill or training. Our Form ADV and additional disclosures are available upon request and through the SEC's Investment Adviser Public Disclosure (IAPD) database.
9. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law provisions. Any disputes arising from these Terms shall be resolved in the courts of New York County, New York.
10. Changes to Terms
We reserve the right to modify these Terms at any time. Changes will be effective immediately upon posting on this website. Your continued use of the site constitutes acceptance of the modified Terms.
11. Contact Information
For questions about these Terms & Conditions, contact:
Hoyle & Stone Capital Management LLC
320 Park Avenue, Suite 1540, New York, NY 10022
Email: [email protected] | Phone: (212) 847-3690
