H.I.T. Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 164107
- Website
- www.hitinvestments.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI80.8%
- Pooled Investment Vehicles19.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
H.I.T. Capital, LLC is an independent, LLC-structured registered investment adviser serving both individual/family and institutional clients. The firm provides financial planning and portfolio management across individual/small business accounts and pooled investment vehicles. Ownership is held by an individual; the adviser is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Its fee arrangements include AUM-based charges, flat fees and performance-based components, consistent with a practice that manages both advisory accounts and pooled funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Stephen Read
FounderCRD 6058247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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