HUTNER CAPITAL MANAGEMENT INC.

RIASEC RegisteredEst. 2014

Total AUM

$271M

Discretionary

$271M

100% of AUM

Avg account

$2.2M

Accounts

122

Employees

Advisory reps

Firm details

Headquarters: MANCHESTER, Vermont
CRD number: 107896
Registered since: April 9, 2014
Website: hutner.capital
Custodians: PERSHING LLC, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI61.79%
Pooled Investment Vehicles29.73%
Corporations / Businesses5.29%
Individuals3.03%
Charitable Organizations0.16%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hutner Capital Management Inc. is an independent RIA and hedge fund manager that serves wealthy individuals, families and institutional clients. The firm acts as a capital allocator and provides portfolio management for private clients as well as pooled investment vehicles; it also sponsors and serves as GP/managing member of pooled funds it advises. Its fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. Hutner does not present itself as an active ESG investor.