Hexeum Capital
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 298791
- Website
- www.hexeumcapital.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.13%
- Individuals18.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hexeum Capital is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individuals and families and acts as a capital allocator, placing client capital with both in-house portfolio strategies and external managers. Its business model combines investment advice with financial product distribution: Hexeum Capital functions as an insurance broker and a seller of other financial products while providing ongoing advisory services. Advisory services include financial planning, discretionary portfolio management for individuals, small businesses, and institutional clients, selection of third‑party advisers, and educational seminars or workshops. The firm charges clients using a mix of asset‑based fees, hourly billing, and fixed fees. Hexeum Capital does not identify as an active ESG investor and appears to operate within a single state jurisdiction.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities70%
- Investment Grade Corp Bonds26%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Rohit Singh
Chief Executive OfficerCRD 5679037
Contacts
1 of 1Lubna Singh
MemberCRD 7014845
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 5000 Birch St
- Time zone
- PT (UTC-8)
- Office locations
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