H.I.T. Capital, LLC

RIAState Registered
Total AUM
$19.2M
Discretionary
$19.2M
100% of AUM
Avg account
$769K
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
164107
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

FINTRX

Overview

H.I.T. Capital, LLC is an independent, Texas-registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and provides financial planning plus portfolio management for individuals, small businesses and pooled investment vehicles. It also acts in sponsor/GP/managing member capacities for pooled vehicles it manages. Its fee mix includes percentage-of-AUM charges, fixed fees and performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth