Hensel Capital Management

RIAState Registered
Total AUM
$5.3M
Discretionary
$5.3M
100% of AUM
Avg account
$410K
Accounts
13
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
117903
Custodians
ALTRUIST
Fee structure
Percentage of AUM
Client types
  • HNWI70.26%
  • Individuals29.74%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hensel Capital Management is a sole-proprietorship independent RIA focused on fee-based portfolio management for individuals, families and small businesses. The firm is owned by an individual advisor and reports client work on a percentage-of-AUM fee model. Its filings show registrations in Tennessee and Texas. The firm does not characterize itself as an ESG investor, does not act as a capital allocator, and its advisory activity centers on direct portfolio management rather than pension consulting or related-adviser arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 99%, Cash & Cash Equivalents 1%99%
  • Other99%
  • Cash & Cash Equivalents1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth