Stonehurst Capital Management, LLC

RIASEC Registered
Total AUM
$8.9M
Discretionary
$8.9M
100% of AUM
Avg account
$1.1M
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
282668
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Stonehurst Capital Management, LLC is a small, owner-operated advisory firm structured as a limited liability company that delivers fee-based portfolio management primarily to individuals and family clients and small businesses. The firm runs discretionary mandates and tilts the portfolios toward publicly traded equities—both exchange-traded funds and individual stocks—rather than private market or non-traditional strategies. Stonehurst does not position itself as an ESG-focused or multi-state adviser, and its business model centers on percentage-of-AUM fees for direct portfolio management rather than pension consulting or large-scale capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Public Funds/Mutual Funds 10%, Cash & Cash Equivalents 4%86%
  • Exchange Traded Equities86%
  • Public Funds/Mutual Funds10%
  • Cash & Cash Equivalents4%

Contacts

1 of 1
  • Charles Husak

    Charles Husak

    Founder and ChairmanCRD 2886321

Wealth teams

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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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth