Hardworking Capital Advisors, LLC
Firm details
- Headquarters
- Palm Desert, California
- CRD number
- 226760
- Registered since
- December 7, 2017
- Website
- www.hardworkingcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.18%
- Individuals37.05%
- Pension & Profit Sharing Plans7.67%
- Corporations / Businesses0.07%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Hardworking Capital Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2017. The firm operates as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee model includes asset-based fees alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds72%
- Exchange Traded Equities22%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$76.4M in ETFs
40%
$30.5M
58%
$45.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $9.7M | 191,659 | 12.64% |
Location
Palm Desert, CA
Riverside
Location
Palm Desert, CA
Headquartered in Palm Desert, CA, anchoring the Riverside-San Bernardino-Ontario, CA metro in the West.
- Metro area
- Riverside-San Bernardino-Ontario, CA
- Region
- West
- County
- Riverside
- Address
- 34220 Gateway Dr
- Time zone
- PT (UTC-8)
- Office locations
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