AH

Aleta Kathryn Hoover

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
672 advisors
Number of Clients
66,488 clients
Average Client Portfolio
$544K average
Assets Under Management
$36.2B

Fee Structure

D.A. Davidson offers wrap fee programs where clients pay an annual fee based on the market value of assets in the client’s account for advisory and most trading execution services. The wrap fee covers investment advice, portfolio management, transaction execution, custody, account servicing, reporting, monitoring, rebalancing, and other services. It also covers fees paid to investment managers, the Davidson platform fee, and D.A. Davidson’s costs for administering the Program.

Areas of Practice
Investment Management
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Advisor Information

Office location

115 N Cameron St, Winchester, VA, 22601

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
D.A. Davidson & CO. Broker
November 2025 - Present · 2 mos
D.A. Davidson & CO.
November 2025 - Present · 2 mos
Previous Registrations
Truist Investment Services, INC.Broker
October 2022 - November 2025 · 3 yrs 1 mo
Truist Advisory Services, INC.
October 2022 - November 2025 · 3 yrs 1 mo
State Registrations39 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.