JV
JV

Joshua Vancuyk

2 Years of Experience
Santa Rosa Beach, FL

Joshua Vancuyk is a registered investment advisor at Houndstooth Investment Management, based in Santa Rosa Beach, FL, with 2 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $290K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$48K average
Assets Under Management
$287K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

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

Santa Rosa Beach, FL

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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

Joshua is the Assistant Store Manager at Vineyard Vines, working about 40 hours each weekend. He also serves as the Assistant Hockey Coach for Father Ryan High School, dedicating a few hours each weekend to this role.

Employment History
Current Registrations
Houndstooth Investment Management
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
February 2022 - November 2022 · 9 mos
State Registrations2 states
FLTN
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.
Joshua Vancuyk - Financial Advisor | TrueAdvisor