TrueAdvisor
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JH
CFP
JH
CFP

John Hoyt

H. L. Ormond & Company, LLC
26 Years of Experience
Greenville, NC
View SEC Summary
View SEC Summary

John Hoyt is a CFP-designated registered investment advisor at H. L. Ormond & Company, LLC, based in Greenville, NC, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 282 clients with $400M in assets under management.

H. L. Ormond & Company, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
282 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$401.4M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Annual investment management fees range from 0.75% to 1.75% for the Advisor Direct Platform, 0.75% to 2.25% for AMS Managed Programs, and 0.75% to 1.75% for the Outside Manager Program (excluding separate manager fees). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1001 Conference Drive, Suite B, Greenville, NC, 27858

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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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Other Business Activities

John is an independent contractor and branch manager/financial advisor for Hoyt Family Wealth Management, LLC since 2014. This takes about half of his time, including about a quarter of his time during trading hours.

Employment History
Current Registrations
H. L. Ormond & Company, LLC
July 2026 - Present · 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2019 - July 2026 · 6 yrs 10 mos
Raymond James Financial Services, INC.Broker
September 2019 - July 2026 · 6 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2014 - September 2019 · 5 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
March 2014 - September 2019 · 5 yrs 6 mos
Wells Fargo Advisors, LLC
January 2008 - March 2014 · 6 yrs 2 mos
Wells Fargo Advisors, LLCBroker
January 2008 - March 2014 · 6 yrs 2 mos
A. G. Edwards & Sons, INC.
April 2004 - January 2008 · 3 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
May 2001 - January 2008 · 6 yrs 8 mos
First Union Securities, INC.Broker
July 2000 - May 2001 · 10 mos
State Registrations1 state
NC
Advisor

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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