# HOERTKORN RICHARD CHARLES

HOERTKORN RICHARD CHARLES of KENTFIELD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 104649
- Type: SEC-registered investment adviser
- SEC file number: 801-8374
- Location: 1112 SIR FRANCIS DRAKE BLVD., KENTFIELD, CA, 94904-1419
- Phone: 415-482-8899
- Latest filing: 2026-02-09
- Regulatory AUM: $282.5M
- Discretionary AUM: $282.5M
- Clients: 2
- Accounts: 80

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Richard Charles Hoertkorn | SOLE PROP./CHIEF COMPLIANCE OFFICER | KENTFIELD, CA |
| HOERTKORN RICHARD CHARLES | SOLE PROP./CHIEF COMPLIANCE OFFICER; SOLE PROPRIETOR | LARKSPUR, CA |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104649/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104649/similar
- Related entities: https://search.stillhousedata.com/firm/104649/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104649

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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.