JH
JH

Jesus Hinojosa

17 Years of Experience
Houston, TX
Broker

Jesus Hinojosa is a registered investment advisor at PNC Capital Advisors LLC, based in Houston, TX, with 17 years of industry experience. Jesus is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 238 clients with $51B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
238 clients
Average Client Portfolio
$213.8M average
Assets Under Management
$50.9B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M0.25%
$50.0M - $100.0M0.20%
$100M+0.18%

Schedule reflects intermediate aggregate and core strategies. Other strategies have different schedules ranging from 0.15% to 0.35%. Fees may be negotiated on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2200 Post Oak Blvd, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
PNC Capital Advisors LLC
June 2023 - Present · 3 yrs 4 mos
PNC Capital Markets LLCBroker
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Alterna Securities, INC.Broker
February 2021 - March 2022 · 1 yr 1 mo
Morgan Stanley & CO. LLCBroker
October 2007 - August 2013 · 5 yrs 10 mos
Citigroup Global Markets INC.Broker
June 2001 - September 2007 · 6 yrs 3 mos
Euro Brokers Maxcor INC.Broker
October 1996 - June 1997 · 8 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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