HCM WEALTH
Firm details
- Headquarters
- SAN RAFAEL, California
- CRD number
- 106158
- Registered since
- February 17, 1995
- Website
- www.hutchinsoncapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.53%
- Individuals10.03%
- Pension & Profit Sharing Plans5.78%
- State / Municipal Government3.09%
- Corporations / Businesses2.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
HCM Wealth is an independent registered investment adviser organized as a corporation and SEC-registered since 1995. The firm serves both individual and family clients as well as institutional and business accounts, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. HCM Wealth reports it is not an active ESG investor, does not operate as a multi-state adviser, and does not act as a capital allocator; alternative allocations are made to third-party managers.
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
- Exchange Traded Equities51%
- US Government Bonds21%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents9%
- State & Local Bonds3%
Owners & executives
2 of 2STEVEN WILKES
CEO and Portfolio ManagerCRD 2700539
GAGE HOUSER
President, CFOCRD 2908419
Contacts
2 of 2Jake Popoff
Associate AdvisorCRD 7092533
STUART CRANDALL
Vice President & Portfolio ManagerCRD 4991085
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$120M in ETFs
23%
$27.3M
77%
$92.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SIMPLIFY MBS ETF (MTBA) | Active | Intermediate Government | $18.8M | 379,512 | 15.66% |
Location
SAN RAFAEL, CA
MARIN
Location
SAN RAFAEL, CA
Headquartered in SAN RAFAEL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 1101 5th Ave
- Time zone
- PT (UTC-8)
- Office locations
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