Overview
Assets Under Management: $2.4 billion
Headquarters: CLAYTON, MO
High-Net-Worth Clients: 46
Average Client Assets: $3.0 million
Frequently Asked Questions
HM CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136595), HM CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HM CAPITAL MANAGEMENT, LLC is headquartered in CLAYTON, MO.
HM CAPITAL MANAGEMENT, LLC serves 46 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, HM CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisors. View all service details ↓
HM CAPITAL MANAGEMENT, LLC manages $2.4 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, HM CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.70%
Average Client Assets: $3.0 million
Total Client Accounts: 451
Discretionary Accounts: 421
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 136595
Filing ID: 1156403
Last Filing Date: 2018-03-29 16:20:00