Hawk Capital Management LLC

Overview

Hawk Capital Management LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges both AUM-based fees and fixed fees and distributes periodic written material as part of its client communication. Hawk favors liquid, exchange-traded instruments as the core of its portfolios and reports a clear preference for equities as the primary allocation. It does not identify as an active ESG investor and operates with a single-office, owner-operated structure rather than as a multi-state or institutional pension consultant. Hawk’s advisory footprint emphasizes discretionary management: the firm centrally implements equity-focused strategies for client accounts and supplements those exposures with targeted alternative allocations. The business model and custody choices point to a trading-friendly approach, with day-to-day portfolio decisions executed through an electronic brokerage platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices