Human Capital Wealth Management

Overview

Human Capital Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual principal. Its client focus is individual and family relationships; the firm provides financial planning alongside discretionary portfolio management for individuals, small businesses, and other business or institutional clients. The adviser also offers educational seminars and workshops as part of its client-facing activities. Fee arrangements are flexible: the firm charges asset-based fees but also uses hourly and fixed-fee engagements. The firm does not bill itself as an active ESG investor, and it does not identify as a multi-state or pension consultant adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives