DRUM HILL CAPITAL, LLC
Firm details
- Headquarters
- WESTPORT, Connecticut
- CRD number
- 123359
- Registered since
- March 27, 2006
- Website
- www.drumhill.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.31%
- Individuals4.68%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Drum Hill Capital, LLC is an independent registered investment adviser that manages a concentrated, equity-oriented book while acting as a capital allocator into third‑party alternative funds. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses, and it serves both individual/family and institutional clients. Fee billing is flexible — they charge a percentage of assets under management and also offer hourly and fixed‑fee arrangements. Investment decisions emphasize publicly traded equities as the primary building block of client portfolios, supplemented by mutual funds and selectively allocated alternatives through external managers. Drum Hill Capital manages the majority of client assets on a discretionary basis, which reflects an operating model built around ongoing portfolio oversight and active implementation of manager and product selections.
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 Equities48%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents19%
Owners & executives
1 of 1DAVID NIGHTINGALE
President and CIOCRD 1031072
Contacts
2 of 2ZACHARY OLSON
Director of Investment ResearchCRD 5999543
RONALD WELZ
Director of OperationsCRD 3069432
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTPORT, CT
FAIRFIELD
Location
WESTPORT, CT
Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 1221 Post Rd E
- Time zone
- ET (UTC-5)
- Office locations
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