HUGHES FAMILY CAPITAL, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
GRAND RAPIDS, Michigan
CRD number
338201
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hughes Family Capital, LLC operates as a limited liability company focused on providing portfolio management services. The firm caters to both individual and institutional clients, offering tailored investment strategies that align with their clients' financial goals. While the firm does not actively engage in ESG investing, it maintains a diverse approach to asset allocation, emphasizing a blend of traditional and alternative investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Daniel Shuart

    PrincipalCRD 7142336

  • Andrew Hakim

    PrincipalCRD 7975219

  • MATTHEW FRANZ

    PresidentCRD 5951319

Wealth teams

FINTRX

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

GRAND RAPIDS, MI

KENT

Location

GRAND RAPIDS, MI

Headquartered in GRAND RAPIDS, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.

Metro area
Grand Rapids-Kentwood-Muskegon, MI
Region
Midwest
County
KENT
Address
1300 Michigan St NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth