Hanks Capital Management, LLC

Overview

Hanks Capital Management, LLC is a small, independent registered investment adviser focused on serving individual and family clients through fee-based planning and discretionary portfolio management. The firm’s documented advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee schedule blends percentage-of-AUM billing with fixed fees and other arrangements, which supports both ongoing, managed relationships and project-based planning engagements. From an investment posture the firm favors pooled public vehicles rather than direct, concentrated stock positions. Filings indicate a clear tilt toward mutual funds and separately managed account (SMA) structures, suggesting the firm constructs client portfolios mainly through third‑party and model fund sleeves rather than in-house security selection or active alternatives allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices