Hollencrest Capital Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 46217
- SEC number
- 801-55904
- Firm type
- RIA
- Assets under management
- $2.9B as of Jun 12, 2026
- Website
- www.linkedin.com/company/hollencrest-capital-management ↗
- Phone
- 949-737-7700
- Address
- 100 Bayview Circle, Newport Beach, CA, 92660-8903
Advisors at this firm
14 in our index · page 1 of 1
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Cameron Curtis AkersCRD 5669044 · Newport Beach, CAIA RegisteredRegistration inactive
-
Rachel Jean BeierCRD 8156431 · Newport Beach, CAIA Registered
-
Edrie Pomperada DalisayCRD 6369892 · Newport Beach, CAIA RegisteredRegistration inactive
-
Christopher Lee DuongCRD 5500089 · Newport Beach, CAIA RegisteredRegistration inactive
-
Kyle Edward FincherCRD 7589623 · Newport Beach, CAIA Registered
-
Kelly HongCRD 6606048 · Newport Beach, CAIA RegisteredRegistration inactive
-
James KononCRD 2386644 · Newport Beach, CAIA RegisteredRegistration inactive
-
Susan Marie NakamuraCRD 1708693 · Newport Beach, CAIA RegisteredRegistration inactive
-
Gregory Paul PellizzonCRD 712667 · Newport Beach, CAIA RegisteredRegistration inactiveDisclosure event(s) on record
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Peter Joseph PellizzonCRD 1236771 · Newport Beach, CAIA RegisteredRegistration inactiveDisclosure event(s) on record
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Michelle Elizabeth PetersenCRD 6362113 · Newport Beach, CAIA RegisteredRegistration inactive
-
Dale Vaughn SefarianCRD 1288019 · Newport Beach, CAIA RegisteredRegistration inactive
-
Wesley William SchulerCRD 7131751 · Newport Beach, CAIA RegisteredRegistration inactive
-
Robert Burr WolfordCRD 1336627 · Newport Beach, CAIA RegisteredRegistration inactiveDisclosure event(s) on record
1–14 of 14
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 46217 ↗
FINRA BrokerCheck record for firm CRD 46217 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.