Hollencrest Capital Management

Hollencrest Capital Management offers a wide range of wealth management and investment advisory services designed to meet the unique objectives of individuals, families, business owners, and institutions. Founded in 1999 and based in Newport Beach, California, the firm provides services across three main areas: wealth management, consulting services, and advisory services for ultra-high-net-worth families and business owners. Hollencrest Capital Management builds customized portfolios utilizing traditional investments like stocks and bonds, mutual funds, exchange-traded funds, and non-traditional assets such as private equity, venture capital, and private real estate. The firm generally manages client portfolios on a discretionary basis, making investment decisions without needing prior approval for each trade, though non-discretionary consulting services are also available. While the firm does not enforce a strict minimum account size, it typically recommends a minimum of $1 million in investable assets. Hollencrest Capital Management is legally required to act in your best interest and tailors its strategies around individual risk tolerance, total return objectives, tax considerations, and long-term financial planning needs.