Hawthorn Capital Management, LLC

Overview

Hawthorn Capital Management, LLC is an independent, individually owned registered investment adviser that provides fee-based financial planning and discretionary portfolio management, primarily for high-net-worth individuals, families and small businesses. The firm, which has been SEC-registered since 2007, runs a concentrated, equity-first investment approach: filings show a strong preference for exchange-traded equities and a roster of a small number of sizable client relationships, consistent with a high-touch wealth management model. Hawthorn charges a percentage-of-AUM advisory fee and does not report active ESG integration or multi-state adviser status. Its advisory activities are focused on financial planning and portfolio management for individuals and small businesses. The firm acts as a discretionary manager for all of its reported assets, indicating clients delegate day-to-day investment decisions to the adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices