HARDWORKING CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- PALM DESERT, California
- CRD number
- 226760
- Registered since
- December 7, 2017
- Website
- www.hardworkingcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.18%
- Individuals37.05%
- Pension & Profit Sharing Plans7.67%
- Corporations / Businesses0.07%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Hardworking Capital Advisors, LLC is an independent, SEC-registered RIA formed as an LLC and operating since 2017. The firm serves both individual/family clients and institutional investors and describes itself as a capital allocator that combines direct portfolio management with the selection of third‑party advisers. Its core advisory services include financial planning, portfolio management for individuals and small businesses, and manager selection. Hardworking Capital bills clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements, and it does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds72%
- Exchange Traded Equities22%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Contacts
2 of 2MATHEW MELLIER
Managing PartnerCRD 2977040
JAMES ECKLEY
Financial AdvisorCRD 1873621
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$73.5M in ETFs
32%
$23.4M
64%
$50.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $8.9M | 175,740 | 12.09% |
Location
PALM DESERT, CA
RIVERSIDE
Location
PALM DESERT, CA
Headquartered in PALM DESERT, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- RIVERSIDE
- Address
- 34220 Gateway Dr
- Time zone
- PT (UTC-8)
- Office locations
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