# Hoey Investments

Hoey Investments is a RIA based in Coatesville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Coatesville, United States
- **Region:** North America
- **Address:** Rye, NY, United States
- **Assets under management:** Undisclosed
- **Website:** https://hoeyinvestments.com

## Regulatory record

- **CRD number:** 152103
- **SEC file number:** 801-80919
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152103

## About

HOEY INVESTMENTS, INC. is an SEC-registered investment adviser in Coatesville, PA, registered since 2015. The firm manages approximately $788 million in regulatory assets. It has 5 employees and 1 investment adviser.

## People

- James K. Hoey — President

## Questions

### What does Hoey Investments actually hold?

The firm's sole publicly disclosed holding is a significant block of JPMorgan Chase & Co. common stock, built through predecessor banks including Chemical Bank and Manufacturers Hanover. No private-company investments, real estate, or fund commitments are publicly recorded. The office's regulatory filings show only this single equity position across multiple reporting periods.

### Why is this firm so hard to find information about?

Hoey Investments is an intentionally low-profile entity. It does not maintain a website, employs no external-facing staff beyond its president, and qualifies as a SEC-registered investment adviser, which limits public disclosure obligations. Its single-holding, multi-generational strategy generates no deal flow, no fundraising announcements, and no personnel moves — the standard signals that make family offices visible to the market.

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Last updated: 2026-08-14T12:30:00.000Z

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