Hearth Capital Management

Overview

Hearth Capital Management is a small, owner-operated corporate advisory practice that focuses on portfolio management for individuals and small businesses. The firm runs a boutique, highly personalized model: its filing shows just two clients, and its advisory activity is concentrated on discretionary portfolio management. Hearth charges a mix of percentage-of-AUM fees and hourly fees, which supports both ongoing investment oversight and fee-for-service planning or consulting work. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. Its classification in the filing is unclassified, and it is not identified as a pension consultant or related adviser. The filing lists “Other” as the largest asset category, suggesting the firm holds material assets that do not sit neatly in standard equity/fixed-income categories.

Assets & Accounts

Investments & Alternatives

Location & Offices