SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Hoopoe Advisors
Boston, MA
Strengthening Families & Communities, LLC, CRD 282573
Firm filing updated July 10, 2026 ·
- $610MAssets
- 626Clients
- 9Advisory staff
- 626Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals349
- High net worth individuals236
- Charities26
- Pension and profit sharing plans15
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 349 | $47.2 million |
| High net worth individuals | 236 | $531.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $7.6 million |
| Charitable organizations | 26 | $24.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$610.0 million
- Accounts626
- Discretionary$593.7 million · 614 accounts
- Non-discretionary$16.3 million · 12 accounts
People
- Employees11
- Advisory staff9
- Broker-dealer reps8
- Licensed insurance agents2
- Planning clients251 to 500
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Strengthening Families & Communities, LLC SEC-registered investment advisor. CRD 282573, SEC file 801-117778.
- Registered with the SEC as an investment advisor (status date on record: December 12, 2019).
Is Hoopoe Advisors a fiduciary?
Short answer: Hoopoe Advisors is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 8 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
2 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.