Torrey Growth & Income Advisors, Llc
- Regulatory AUM
- $328M
- Discretionary
- $328M
- Clients
- 293
- Avg AUM / client
- $1.1M
- Accounts
- 294
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Apr 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 229 | $50.2M | 15.3% |
| High net worth individuals | 64 | $277M | 84.2% |
| Charitable organizations | Fewer than 5 clients | $1.6M | 0.49% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Central Anesthesia Service Exchange Medical Group, Inc. Profit Sharing Plan Central Anesthesia Service Exchange Medical Group, Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Richard Hoover | Managing Member / Chief Compliance Officer | May 2006 (20y) | 75% or more | |
| Kian George Hoover | Registered representative | Aug 2024 (2y) | ||
| Zealan Hoover | Registered representative | Apr 2025 (1y) | ||
| Sean Samuel Planchard | Registered representative | May 2025 (1y) | ||
| Eden Isabella Morimoto | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Central Anesthesia Service Exchange Medical Group, Inc. Profit Sharing Plan | Central Anesthesia Service Exchange Medical Group, Inc. | 142 | $141M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $328M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗