Hillman Capital Management Inc

RIASEC RegisteredEst. 2000

Total AUM

$196M

Discretionary

$196M

100% of AUM

Avg account

$1.1M

Accounts

185

Employees

Advisory reps

Firm details

Headquarters: Bethesda, Maryland
CRD number: 110096
Registered since: September 12, 2000
Website: hillmancapital.com
Custodians: CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM
Client types: Investment Companies47.71%
HNWI34.42%
Individuals12.72%
Corporations / Businesses3.73%
Pension & Profit Sharing Plans1.41%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hillman Capital Management Inc is a privately owned investment adviser that manages portfolios for individuals, families and institutional clients. The firm charges advisory fees as a percentage of assets under management and provides discretionary portfolio management across individual and institutional mandates, including services to investment companies. Hillman registered with the SEC in 2000, is not structured as a multi-state adviser, and does not report active ESG investing as part of its documented approach. The firm's public filings identify a preference for equities as the primary asset class and indicate use of externally managed alternatives when appropriate. Advisory activities focus on portfolio construction and ongoing management rather than pension consulting or capital allocation to in-house third-party managers.