David George Hohl
Investment adviser representative at Gradient Advisors, LLC
26 yearsExperience
1 stateRegistered in
$289.3MFirm assets
16 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Gradient Advisors, LLCJun 2024 to now
- Student Optimum ServicesNov 2021 to now
- Ameriestates Legal PlanSep 2019 to now
- Pinnacle Medicare Health InsuranceOct 2018 to Jun 2022
- Transamerica Financial Advisors, IncAug 2018 to Dec 2023
- World Financial Group, Inc.Apr 2018 to Nov 2023
- Park Ave SecuritiesFeb 2009 to Feb 2017
- Peachtree Planning of TnJun 2007 to Mar 2017
- Legacy Financial SolutionsJun 2004 to Apr 2018
- Healthcare Strategies ConsultingJan 2000 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (TN).
Gradient Advisors, LLC
$289.3MAssets managed
2,152Clients
185Advisers
16 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
- 5445946
- Firm CRD
- 152665