H.I.T. Capital, LLC

RIASEC Registered
Total AUM
$19.2M
Discretionary
$19.2M
100% of AUM
Avg account
$769K
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
164107
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI80.8%
  • Pooled Investment Vehicles19.2%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

H.I.T. Capital, LLC is an independent, LLC-structured registered investment adviser serving both individual/family and institutional clients. The firm provides financial planning and portfolio management across individual/small business accounts and pooled investment vehicles. Ownership is held by an individual; the adviser is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Its fee arrangements include AUM-based charges, flat fees and performance-based components, consistent with a practice that manages both advisory accounts and pooled funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Stephen Read

    Stephen Read

    FounderCRD 6058247

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth