Nancy Thi Hoang
Investment adviser representative at Realta Investment Advisors, Inc
13 yearsExperience
1 stateRegistered in
$385.4MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Realta Investment Advisors, IncJan 2018 to now
- Realta Equities, Inc. (dba Cowand Wealth Management)Jan 2018 to now
- Realta Investment Advisors, Inc. (dba Cowand Wealth Management)Jan 2018 to now
- Cary Street Partners Investment Advisory LLCDec 2013 to Jan 2018
- Cary Street Partners LLCDec 2013 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Realta Investment Advisors, Inc
$385.4MAssets managed
1,231Clients
57Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4992376
- Firm CRD
- 134952