Top Wealth + Best-in-State · rank 1 · Winston-Salem, North Carolina · listed firm: Truist Investment Services
Identity & firm
- Firm — Truist Investment Services, Inc. (high)
- “Currently employed by and registered with the following Firm(s): IA TRUIST ADVISORY SERVICES, INC. 110 S STRATFORD RD FL 5 WINSTON-SALEM, NC 27104 CRD# 283390 Registered with this firm since: 02/17/2021 B TRUIST INVESTME” — sec_finra_regulatory
- “Brett W. Hoge Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.” — firm_official
- Parent company — Truist Financial Corporation (high)
- “Firm Name: TRUIST ADVISORY SERVICES, INC. Main Office Address: 303 PEACHTREE STREET 2ND FLOOR ATLANTA, GA 30303 Firm CRD#: 283390” — sec_finra_regulatory
- “Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.” — firm_official
- Firm type — bank_brokerage (high)
- “B TRUIST INVESTMENT SERVICES, INC. 110 S STRATFORD RD FL 5 WINSTON-SALEM, NC 27104 CRD# 17499 Registered with this firm since: 02/17/2021” — sec_finra_regulatory
- “Brett W. Hoge Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.” — firm_official
- Team name — The Hoge-Barrett Group (high)
- “The Hoge-Barrett Group of Truist Investment Services, Inc., is a multidisciplinary advisory practice providing integrated investment strategies and personalized wealth management for affluent individuals, corporate execu” — firm_official
- Team size — 11 (medium)
- “Knowing that productive relationships require a range of roles, skills, and knowledge, we’ve assembled a distinguished team of professionals committed to our clients’ financial well-being.” — firm_official
- CRD — 3256688 (high)
- “BrokerCheck Report BRETT WIDNEY HOGE CRD# 3256688” — sec_finra_regulatory
- Years experience — 27 (high)
- “He began his brokerage career in 1999 and joined BB&T Scott & Stringfellow-now Truist Investment Services, Inc.-in 2008.” — firm_official
- Designations — — (medium)
- “Brett W. Hoge Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.” — firm_official
- “BSBA - Finance, Insurance, and Real Estate Appalachian State University 1995 1999” — firm_official
Book of business
- Team AUM ($M) — 2400 (high)
- “AUM (Team Assets Custodied): $2.4B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum Account Size: $1M” — forbes_shook
- Typical client net worth ($M) — 350 (medium)
- “Typical Net Worth of Relationships: $2-350M” — forbes_shook
- Client niche — affluent individuals, corporate executives, and entrepreneurs (high)
- “The Hoge-Barrett Group of Truist Investment Services, Inc., is a multidisciplinary advisory practice providing integrated investment strategies and personalized wealth management for affluent individuals, corporate execu” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Currently employed by and registered with the following Firm(s): IA TRUIST ADVISORY SERVICES, INC. ... B TRUIST INVESTMENT SERVICES, INC.” — sec_finra_regulatory
- “Brett specializes in creating customized investment strategies for high-net-worth clients, offering clear, straightforward advice across equities, fixed income, outside money managers, options, and alternative investment” — firm_official
Positioning & marketing
- Website url — https://www.truist.com/finder/wealth/the-hoge-barrett-group-of-truist-investment-services-inc-winston-salem-nc-27104 (high)
- “The Hoge-Barrett Group of Truist Investment Services, Inc. Truist Investment Services, Inc. 110 S Stratford Rd Suite 502, Winston Salem, NC 27104 hogebarrett@truist.com” — firm_official
- Value proposition (verbatim) — The Hoge-Barrett Group of Truist Investment Services, Inc., is a multidisciplinary advisory practice providing integrated investment strategies and personalized wealth management for affluent individuals, corporate executives, entrepreneurs, and their families. We deliver a disciplined approach and fresh perspective tailored to help our clients achieve their vision of a sound financial future, with their best interests and delivering a superior experience as our primary concerns. (high)
- “The Hoge-Barrett Group of Truist Investment Services, Inc., is a multidisciplinary advisory practice providing integrated investment strategies and personalized wealth management for affluent individuals, corporate execu” — firm_official
- Differentiators — multidisciplinary advisory practice with integrated investment strategies, disciplined approach and fresh perspective, specialized team members each covering a different part of the management process, open-architecture investing platform with alternatives, private equity and debt offerings, clear, straightforward advice for high-net-worth clients (high)
- “Knowing that productive relationships require a range of roles, skills, and knowledge, we’ve assembled a distinguished team of professionals committed to our clients’ financial well-being. Each team member focuses on dif” — firm_official
- “Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more” — firm_official
- Content marketing — none (medium)
- “Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education” — firm_official
- Has podcast — no (medium)
- “I've Been Meaning to Do That Podcast” — firm_official
- Books published — 0 (low)
- “Beyond his professional success, Brett is deeply committed to giving back to the community. He has served as president of Big Brothers Big Sisters of Forsyth, Yadkin, and Davie Counties and founded the LVH ALS Foundation” — firm_official
- Linkedin url — https://www.linkedin.com/in/bretthoge/ (high)
- Social presence — linkedin_active (low)
- Press awards — Barron's Top 1,500 Financial Advisors 2026 — ranked #3 in North Carolina, Forbes Best-In-State Wealth Advisors (2022, 2023, 2024), Forbes Best-In-State Wealth Management Team (2025, 2026), Truist Purpose to Performance Award winner (2021-2025) (high)
- “The following Truist Wealth financial advisors were named to the 2026 Barron’s Top 1,500 Financial Advisors list: District of Columbia Samuel Solondz - Washington, D.C. North Carolina Brett Hoge - Winston‑Salem - ranked ” — professional_press
- “Best-In-State Wealth Management Team* Forbes 2025 External Best-In-State Wealth Management Team* Forbes 2026 External Purpose to Performance Award winner** Truist 2021 Internal Best-In-State Wealth Advisors *** Forbes 20” — firm_official
Visual brand
- Has distinct logo — no (high)
- “//static.truist.com/content/dam/global-images/truist-logo-purple.svg” — firm_official
- Logo url — https://static.truist.com/content/dam/global-images/truist-logo-purple.svg (high)
- “//static.truist.com/content/dam/global-images/truist-logo-purple.svg” — firm_official
- Visual brand notes — No team identity — fully inside Truist corporate template: purple/white palette, geometric sans, corporate 'T' mark, standard headshot grid and finder-page chrome. (high)
- “//static.truist.com/content/dam/global-images/truist-logo-purple.svg” — firm_official
- “The Hoge-Barrett Group of Truist Investment Services, Inc. Truist Investment Services, Inc. 110 S Stratford Rd Suite 502, Winston Salem, NC 27104 hogebarrett@truist.com” — firm_official
