HUMBLE CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- HONOLULU, Hawaii
- CRD number
- 158115
- Registered since
- June 21, 2024
- Website
- humblecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., E*TRADE SECURITIES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI50.37%
- Pooled Investment Vehicles38.08%
- Pension & Profit Sharing Plans10.38%
- Charitable Organizations1.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Humble Capital Management LLC is an SEC-registered investment adviser that provides discretionary portfolio management to high-net-worth individuals, families and institutional clients. The firm runs separately managed accounts and pooled vehicles, and charges both a percentage-of-assets fee and performance-based fees for certain strategies. Its active mandate leans heavily toward public equities delivered through SMAs and exchange-traded instruments, while the firm also sponsors a hedge fund and uses third-party real estate managers to provide alternative exposure. Humble Capital is not positioned as an ESG-focused adviser and reports a single-state regulatory footprint. Humble Capital’s advisory activities encompass direct portfolio management for individuals and small businesses, management of pooled investment vehicles and institutional mandates. That setup allows the firm to blend customized equity allocations for clients with a firm-sponsored hedge fund for consolidated alternative exposure and performance-seeking strategies.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities79%
- US Government Bonds19%
- Cash & Cash Equivalents2%
Contacts
2 of 2GORDON NIHEI
Investment AdvisorCRD 5930623
CHAD SAKUMOTO
MemberCRD 5930593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HONOLULU, HI
HONOLULU
Location
HONOLULU, HI
Headquartered in HONOLULU, HI, in the West of the United States.
- Region
- West
- County
- HONOLULU
- Address
- 410 Atkinson Dr
- Time zone
- HT (UTC-10)
- Office locations
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