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Managing Director, Director of Marketing, Portfolio Manager · Hollencrest Capital Management

Robert B. Wolford

CRD 1336627 · Named on Form ADV at one SEC-registered adviser

At a glance

Hollencrest Capital Management, an SEC-registered wealth manager based in Newport Beach, CA with $2.9 billion in regulatory assets, lists Robert B. Wolford on its Form ADV as Managing Director, Director of Marketing, Portfolio Manager, a control person.

Firms and roles

  • Hollencrest Capital ManagementManaging Director, Director of Marketing, Portfolio ManagerWealth manager · Newport Beach, CA · $2.9B in regulatory assets

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Gregory P. PellizzonManaging Director, Chief Executive Officer, Hollencrest Capital Management
  • James KononVice President of Operations, AML Officer, Ciso, Hollencrest Capital Management
  • Peter J. PellizzonManaging Director, Chief Operations Officer, Portfolio Manager, Hollencrest Capital Management
  • Susan M. NakamuraManaging Director, Chief Compliance Officer, Director Portfolio Administration, Hollencrest Capital Management
  • Cameron C. AkersManaging Director, Chief Investment Officer, President, Hollencrest Capital Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.