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, employee-owned registered investment adviser organized as an LLC and on the SEC register since 2006. The firm serves both high-net-worth individuals and families as well as institutional clients, positioning itself as a capital allocator that blends traditional portfolio management with financial planning and advisory work for individuals and small businesses. Its fee arrangements include percentage-of-AUM charges alongside hourly and fixed-fee engagements. Drum Hill does not characterize itself as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
David Nightingale
President and CIOCRD 1031072
Contacts
2 of 2
Zachary 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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