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HOOPOE ADVISORS
Legal name: STRENGTHENING FAMILIES & COMMUNITIES, LLC
CRD 282573File 801-117778
APPROVED
Retail clients
Filing as of Jul 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$610.0M
Above cohort median (national)
Discretionary AUM
$593.7M
Non-discretionary $16.3M
Clients
626
626 accounts
Employees
11
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 12, 2019
- Principal office
- 603 MASSACHUSETTS AVENUE, SUITE 200, BOSTON, MA, 02118
- Phone
- 617-708-0639
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $610.0M
- Discretionary AUM
- $593.7M
- Non-discretionary AUM
- $16.3M
- Discretionary accounts
- 614
- Non-discretionary accounts
- 12
- Total accounts
- 626
- AUM per client
- $974K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 26 | $24.1M |
| High net worth individuals | 236 | $531.1M |
| Pension and profit sharing plans | 15 | $7.6M |
| Individuals (other than high net worth individuals) | 349 | $47.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 565 | 626 | increased by61 |
| Apr 1, 2026 | AUM | $543,554,485 | $609,980,528 | increased by$66,426,043 |
| Apr 1, 2026 | Accounts | 553 | 626 | increased by73 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 11 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 282 | 565 | increased by283 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $232,482,615 | $543,554,485 | increased by$311,071,870 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 897 | 553 | decreased by344 |
| Aug 1, 2022 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2022 | Employees | 8 | 10 | increased by2 |
| Apr 1, 2022 | Clients | 263 | 282 | increased by19 |
| Apr 1, 2022 | AUM | $192,457,943 | $232,482,615 | increased by$40,024,672 |
| Apr 1, 2022 | Accounts | 666 | 897 | increased by231 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HOOPOE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HOOPOE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.