Hatchet Financial, LLC

Overview

Hatchet Financial, LLC is a small, independent registered investment adviser that focuses on direct portfolio management and financial planning for individual and family clients. The firm operates as a capital allocator — it builds and manages equity-heavy portfolios itself and will select outside advisers when a client’s needs exceed in-house capabilities. Service delivery mixes ongoing portfolio oversight with project-based work, reflected in a fee structure that includes a percentage of assets under management, hourly charges and fixed fees. Investment activity is concentrated and equity-oriented. The firm shows a clear preference for exchange-traded equities as its primary exposure, using listed stocks and ETFs as the main building blocks of client portfolios. Given the adviser’s client base and account count, portfolio construction appears tailored to a very small number of relationships rather than a broad retail platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices