Hanks Capital Management, LLC
RIAState Registered
Total AUM
$8M
Discretionary
$8M
100% of AUM
Avg account
$211K
Accounts
38
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 168206
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI70.9%
- Individuals29.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Hanks Capital Management, LLC is an independent, privately owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, and it offers pension consulting services. Its fee arrangements include asset-based fees, fixed fees and other fee structures. The firm does not identify as an active ESG investor and is not presented as a multi-state advisory platform in the source data.
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
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
WH Wealth Management LLC
RIAAUM $8MTEAM 1REPS 1
Lasure Capital Management
RIAAUM $8MTEAM 1REPS 1
Oakwood Advisory Group, LLC
RIAAUM $8MTEAM 1REPS 1
Roscoe Capital Management, LLC
RIAAUM $8MTEAM 1REPS 1
Milestone Wealth Strategies
RIAPlano, TX
AUM $8MTEAM 1REPS 1
Nestegg Financial
RIAMiddleton, MA
AUM $8MTEAM 1REPS 1