Fee-only adviser · Rowayton, CT

Hoya Capital Real Estate, LLC

Hoya Capital Real Estate, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Rowayton, Connecticut. On its latest Form ADV, filed March 30, 2026, it reports $140M in regulatory assets under management, 10 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationSEC-registered
Firm CRD number281848 · SEC file 801-114767
Office137 Rowayton Avenue Suite 430
Rowayton, CT 06853
Phone(833) 469-2227
Websitewww.hoyaetfs.com
Regulatory assets under management$140M
Individual clients10 non-high-net-worth, 0 high-net-worth
Financial planning clients0
How it chargesPercentage of assets, Subscription
ServicesPortfolio management
Employees4
Disciplinary disclosuresNone reported
Latest Form ADV filingMarch 30, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It also charges a percentage of assets managed for ongoing investment management.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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