HARDWICK CAPITAL MANAGEMENT, LLC

Overview

Hardwick Capital Management, LLC is an independent registered investment advisor serving individual and family clients with a mix of financial planning and discretionary portfolio management. The firm combines an accountant’s background with advisory services, which shows up in a focus on cash management, income-generating instruments and tax-aware portfolio construction. Fee arrangements include a percentage of assets under management and hourly charges, indicating they work both on ongoing advisory mandates and project-based planning engagements. Portfolio activity skews conservative and liquidity-oriented: almost half of reported assets sit in cash and cash equivalents and the firm lists corporate debt, mutual funds and annuities among its core instruments. At the same time Hardwick Capital uses third-party managers for alternative allocations — primarily real estate, commodities and oil & gas exposures — suggesting they supplement conservative core holdings with targeted alternative strategies for diversification and yield. Hardwick Capital is classified as an independent RIA owned by an individual. The adviser does not identify as an active ESG investor and its advisory services cover individuals, small businesses and institutional/business clients for portfolio management and financial planning.

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