# HOKANSON ASSOCIATES, INC.

HOKANSON ASSOCIATES, INC. of SOLANA BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 104617
- Type: SEC-registered investment adviser
- SEC file number: 801-22755
- Location: 201 LOMAS SANTA FE DR, STE 360, SOLANA BEACH, CA, 92075
- Phone: 858-755-8899
- Latest filing: 2015-03-20
- Regulatory AUM: $579.1M
- Discretionary AUM: $579.1M
- Clients: 12
- Accounts: 694

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| HOKANSON NEIL CHARLES | PRESIDENT | — |
| KITCHENS LINDA KAYE | CLIENT RELATIONSHIP MANAGER; DIRECTOR OF CLIENT SERVICES; FINANCIAL PLANNER (+1 more) | — |
| DAVIS HEATHER M | VICE PRESIDENT OPERATIONS; VICE PRESIDENT OPERATIONS/CHEIF COMPLIANCE OFFICER; VICE PRESIDENT OPERATIONS/CHIEF COMPLIANCE OFFICER | — |
| PETRIE MARK | PORTFOLIO MANAGER; VICE PRESIDENT, PORTFOLIO MANAGER; VICE PRESIDENT, RESEARCH | — |
| HOLLENBECK STEVEN DONALD | DIRECTOR MARKETING/BUSINESS DEVELOPMENT | — |
| ROLAND MARC ROBERT | DIRECTOR CLIENT SERVICE; DIRECTOR FINANCIAL PLANNING; DIRECTOR FINANCIAL PLANNING; CHIEF COMPLIANCE OFFICER | — |
| CHENOWETH WILLIAM HARWICK | PORTFOLIO MANAGER | — |
| COLEMAN LINDA KAYE | V.P. CLIENT SERVICES/PORTFOLIO MANAGER | — |
| ALBON RICHARD CHRISTOPHER | DIRECTOR, BUSINESS DEVELOPMENT | — |
| POWERS KRISTEN SANDOVAL | CHIEF COMPLIANCE OFFICER | — |
| GAARE MAUREEN JEAN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104617/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104617/similar
- Related entities: https://search.stillhousedata.com/firm/104617/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104617

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.