Heath Capital Management, Inc.

Overview

Heath Capital Management, Inc. is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm runs discretionary portfolios and shows a clear tilt toward listed equities: exchange-traded securities make up the largest portion of its assets, and equities are identified as the preferred asset class. Fee arrangements combine percentage-of-AUM billing with the option for fixed fees, and the firm does not position itself as an ESG investor or a multi-state advisor. Advisory services are oriented to direct client relationships rather than wholesale capital-allocation mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices