Hahn Capital Management, LLC

RIASEC RegisteredEst. 1988

Total AUM

$390M

Discretionary

$131M

34% of AUM

Avg account

$5.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Walnut Creek, California
CRD number: 108911
Registered since: July 21, 1988
Website: hahncap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Other66.41%
HNWI30.26%
Corporations / Businesses1.79%
Charitable Organizations1.54%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hahn Capital Management, LLC is an SEC-registered advisory firm formed in 1988 and organized as an LLC under individual ownership. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Its advisory work spans discretionary and non-discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. Hahn does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. Hahn has been recognized repeatedly in CNBC’s Top 100 Financial Advisory Firms list (2019–2022), reflecting visibility among independent wealth managers. Custody and execution infrastructure and the firm’s allocation approach emphasize publicly traded equities as the dominant sleeve, with supplementary exposure to third-party alternative managers.