Hoskin Capital
Firm details
- Headquarters
- ,
- CRD number
- 310527
- Website
- hoskincapital.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Individuals61.11%
- HNWI38.89%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hoskin Capital is an independent registered investment advisor organized as an LLC and owned by an individual. The firm serves individual and family clients with financial planning and discretionary portfolio management tailored to individuals and small businesses. Its client billing model is fee-based, using hourly charges and fixed-fee arrangements rather than percentage-of-assets advisory fees. Hoskin Capital does not identify as an active ESG investor, is not a pension consultant or capital allocator, and is not listed as a multi-state adviser in the available data.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds69%
- Cash & Cash Equivalents19%
- Exchange Traded Equities12%
Contacts
2 of 2
Brian Benson
Investment Adviser RepresentativeCRD 7219209
Sebastian Lafontaine
Lead AdvisorCRD 6089931
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Private Capital Asset Management LLC
RIADarien, CT
Iron Oak Capital Management
RIAArène Capital Management LP
RIANew York, NY