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 formed as an LLC and registered with the SEC in 2017. The firm serves both individual and family clients as well as institutional investors and acts as a capital allocator, sourcing outside managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. The firm charges a mix of fee arrangements — percentage of AUM, hourly rates, and fixed fees — and 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%
Contacts
2 of 2
Mathew Mellier
Managing PartnerCRD 2977040
James Eckley
Financial AdvisorCRD 1873621
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$89.8M in ETFs
46%
$41.3M
51%
$48.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $14.9M | 20,007 | 16.64% |
Location
Palm Desert, CA
Riverside
Location
Palm Desert, CA
Headquartered in Palm Desert, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Riverside
- Address
- 34220 Gateway Dr
- Time zone
- PT (UTC-8)
- Office locations
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