Investment adviser representative · Hollencrest Capital Management
Kelly Hong
CRD 6606048 · Newport Beach, CA
At a glance
Kelly Hong is an investment adviser representative with Hollencrest Capital Management in Newport Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kelly’s SEC record dates to 2016, about 9 years ago.
Current advisory firm
- Hollencrest Capital ManagementSince November 2016Newport Beach, CA · $2.9B in regulatory assets
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kelly’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Hollencrest Capital Management
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- Rachel J. BeierNewport Beach
- Nicholas G. BoothNewport Beach
- Edrie P. DalisayNewport Beach · Certified Financial Planner
- Christopher L. DuongNewport Beach · Chartered Financial Analyst
- Kyle E. FincherNewport Beach
- James Konon Jr.Newport Beach
- Susan M. NakamuraNewport Beach · Chartered Financial Analyst
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