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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TORREY GROWTH & INCOME ADVISORS, LLC

CRD 139940

DEL MAR, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d22f1466-90a8-7ccd-6a71-0e7b8945117e

Data as of Aug 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Feb 8, 2012 to Aug 14, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $328MItem 5.F on the latest filing (2026-08-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $328M
Private client RAUM: $327MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $65.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 294
Individual clients: 229
High net worth clients: 64
Custody, client assets: $132M
SEC number: 801-66611
CIK: 2087822
CRD: 139940
Filings on the tape: 25
First filed: Feb 8, 2012
Latest filed: Aug 14, 2026
Organised: Limited Liability Company, CA
Website: torreygrowth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GEORGE RICHARD HOOVER	n/a	DEL MAR, CA	4	26	2	no
Kian George Hoover	n/a	DEL MAR, CA	2	12	n/a	no
Zealan Hoover	n/a	Washington, DC	1	12	n/a	no
Sean Samuel Planchard	n/a	Charlotte, NC \| DEL MAR, CA	1	11	1	no
Eden Isabella Morimoto	n/a	DEL MAR, CA	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HOOVER, GEORGE, RICHARD	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	yes	05/2006	Feb 8, 2012	Mar 21, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$328M	$328M	5	3	2	n/a	n/a
2024	Apr 10, 2025	$322M	$322M	3	2	0	n/a	n/a
2023	Mar 21, 2024	$303M	$303M	1	1	0	n/a	n/a
2022	Mar 7, 2023	$251M	$251M	2	1	0	n/a	n/a
2021	Mar 24, 2022	$291M	$291M	2	1	0	n/a	n/a
2020	Mar 31, 2021	$305M	$305M	2	2	0	n/a	n/a
2019	Mar 20, 2020	$166M	$166M	2	2	0	n/a	n/a
2018	Feb 28, 2019	$192M	$192M	2	2	0	n/a	n/a
2017	Mar 26, 2018	$218M	$218M	2	2	0	n/a	n/a
2016	Mar 8, 2017	$199M	$199M	3	2	n/a	n/a	n/a
2015	Feb 12, 2016	$146M	$146M	3	2	n/a	n/a	n/a
2014	Jan 22, 2015	$223M	$223M	3	2	n/a	n/a	n/a
2013	Feb 14, 2014	$219M	$219M	2	2	n/a	n/a	n/a
2012	Feb 11, 2013	$186M	$186M	2	2	n/a	n/a	n/a
2011	Feb 8, 2012	$164M	$164M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$328M	$322M	1.9%	$251M	9.3%	5	3	2	0

Relationships

Registered with (5)

← Eden Isabella MorimotoAdvisorregistration: current employment
Apr 17, 2026 to presentfactForm ADV
← Sean Samuel PlanchardAdvisorregistration: current employment
May 23, 2025 to presentfactForm ADV
← Zealan HooverAdvisorregistration: current employment
Apr 11, 2025 to presentfactForm ADV
← Kian George HooverAdvisorregistration: current employment
Aug 15, 2024 to presentfactForm ADV
← GEORGE RICHARD HOOVERAdvisorregistration: previous registration
May 5, 2006 to Dec 31, 2016factForm ADV

Controls (1)

← HOOVER, GEORGE, RICHARDOwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 8, 2012 to Mar 21, 2024factForm ADV

Dated events

Occurred
Jul 22, 2022
Control person left
Robert George Hoover (Managing Member/) no longer on Schedule A of Torrey Growth & Income Advisors, Llc (listed 2022-03-24, absent 2022-07-22)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2021
Regulatory AUM changed
Torrey Growth & Income Advisors, Llc reported RAUM $304.6M, up 84% from $165.6M (2021-03-02 to 2021-03-29)
Form ADVobserved 6 days ago
$139M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d22f1466-90a8-7ccd-6a71-0e7b8945117e
First observed: Feb 8, 2012
Last observed: Aug 14, 2026 38 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TORREY GROWTH & INCOME ADVISORS, LLC

CRD 139940

DEL MAR, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d22f1466-90a8-7ccd-6a71-0e7b8945117e

Data as of Aug 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:12 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GEORGE RICHARD HOOVER

n/a

DEL MAR, CA

Kian George Hoover

n/a

DEL MAR, CA

n/a

Zealan Hoover

n/a

Washington, DC

n/a

Sean Samuel Planchard

n/a

Charlotte, NC | DEL MAR, CA

Eden Isabella Morimoto

n/a

DEL MAR, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HOOVER, GEORGE, RICHARD

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

yes

05/2006

Feb 8, 2012

Mar 21, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

$328M

n/a

2024

Apr 10, 2025

$322M

n/a

2023

Mar 21, 2024

$303M

n/a

2022

Mar 7, 2023

$251M

n/a

2021

Mar 24, 2022

$291M

n/a

2020

Mar 31, 2021

$305M

n/a

2019

Mar 20, 2020

$166M

n/a

2018

Feb 28, 2019

$192M

n/a

2017

Mar 26, 2018

$218M

n/a

2016

Mar 8, 2017

$199M

n/a

2015

Feb 12, 2016

$146M

n/a

2014

Jan 22, 2015

$223M

n/a

2013

Feb 14, 2014

$219M

n/a

2012

Feb 11, 2013

$186M

n/a

2011

Feb 8, 2012

$164M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$328M

$322M

1.9%

$251M

9.3%