Hanks Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 168206
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI70.9%
- Individuals29.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Hanks Capital Management, LLC is an independent, privately owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, and it offers pension consulting services. Its fee arrangements include asset-based fees, fixed fees and other fee structures. The firm does not identify as an active ESG investor and is not presented as a multi-state advisory platform in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Contacts
2 of 2Brian Hanks
Managing MemberCRD 5681020
Jessica Brian
Financial AdvisorCRD 5925031
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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