| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles B Tubbs Marital Trust | Owner | 10-25% | 2021 |
| Claire C Yates | Owner | 5-10% | 2024 |
| Ebrecht Equity Partnership LP | Owner | 5-10% | 2021 |
Carlton, Hofferkamp and Jenks Wealth Management, LLC reports $540.3 million in regulatory assets under management on its Form ADV.
Carlton, Hofferkamp and Jenks Wealth Management, LLC reports 6 employees.
Carlton, Hofferkamp and Jenks Wealth Management, LLC is based in The Woodlands, TX and has been SEC-registered since 2010.
Carlton, Hofferkamp and Jenks Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10200 Grogan's Mill Road, Suite 430, The Woodlands, TX 77380 |
| Phone | 281-298-2700 |
| Fax | 281-298-2760 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $540.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $540.3M |