Drum Hill Capital, LLC

RIASEC RegisteredEst. 2006
Total AUM
$194M
Discretionary
$172M
88% of AUM
Avg account
$925K
Accounts
210
Employees
3
Advisory reps
3

Firm details

Headquarters
Westport, Connecticut
CRD number
123359
Registered since
March 27, 2006
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

FINTRX

Overview

Drum Hill Capital, LLC is an independent registered investment adviser formed in 2006 and organized as an LLC. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model includes percentage-of-AUM billing plus the option of hourly or fixed-fee arrangements. Drum Hill is not active on ESG mandates, does not operate as a multi-state adviser, and does not present itself as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 48%, Public Funds/Mutual Funds 33%, Cash & Cash Equivalents 19%48%
  • Exchange Traded Equities48%
  • Public Funds/Mutual Funds33%
  • Cash & Cash Equivalents19%

Owners & executives

1 of 1
  • David Nightingale

    David Nightingale

    President and CIOCRD 1031072

Contacts

2 of 2
  • Zachary Olson

    Zachary Olson

    Director of Investment ResearchCRD 5999543

  • Ronald Welz

    Ronald Welz

    Director of OperationsCRD 3069432

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth