Wealth manager, wrap-program sponsor · Boston, MA
Hoopoe Advisors
Strengthening Families & Communities, LLC · SEC-registered investment adviser · CRD 282573 · SEC 801-117778
At a glance
Hoopoe Advisors is an SEC-registered investment adviser based in Boston, Massachusetts, with $610 million in regulatory assets under management as of its Form ADV filed July 10, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 585 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 2,455th of 8,915 wealth managers and 7,048th of 17,210 SEC-registered advisers by assets.
Main office 617-708-0639hoopoeadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $610M
- Rank among wealth managers
- #2,455 of 8,915
- Rank among all SEC RIAs
- #7,048 of 17,210
- Rank in Massachusetts
- #362 of 627
- Individual clients
- 585
- High-net-worth clients
- 236
- Accounts
- 626
- Discretionary
- 97% of AUM
- Employees
- 11
- Advisory staff
- 9
- Offices
- 3
Owners and executives on its Form ADV
- Suleiman AliChief Compliance Officer
- Mohammad B. KaleemPresident
Custody and brokerage
Broker-dealer
Hybrid RIA
Hoopoe Advisors is a hybrid RIA: 8 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Hoopoe Capital Markets, LLC.
- Hoopoe Capital Markets, LLC ↗CRD 294271
An introducing broker-dealer: its trades clear through RBC Capital Markets, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed March 2026) names Hoopoe Capital Markets as the broker-dealer its advisers are registered with.
purchase securities in order to implement his/her financial plan, IARs of Hoopoe Advisors may make a variety of products available in their capacity as registered representatives of Hoopoe Capital Markets LLC, a registered broker -dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 236 | $531M | 87% |
| Individuals | 349 | $47M | 8% |
| Charitable organizations | 26 | $24M | 4% |
| Pension and profit sharing plans | 15 | $8M | 1% |
Disciplinary disclosures
Hoopoe Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗hoopoeadvisors.com ↗
AtlasMembers
The full record on Hoopoe Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 4,893 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Hoopoe Advisors manage?
Hoopoe Advisors reports $610 million in regulatory assets under management across 626 accounts, 97% of it on a discretionary basis, on its Form ADV filed July 10, 2026.
What kind of firm is Hoopoe Advisors?
Hoopoe Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Hoopoe Advisors’s clients?
By assets, its largest client types are high-net-worth individuals ($531 million, 236 clients); individuals ($47 million, 349 clients); charitable organizations ($24 million, 26 clients).
Does Hoopoe Advisors have any disciplinary history?
Hoopoe Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Hoopoe Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →