HATCHER CAPITAL INVESTMENTS, INC.

RIASEC RegisteredEst. 2025
Total AUM
$127M
Discretionary
$38.3M
30% of AUM
Avg account
$235K
Accounts
542
Employees
6
Advisory reps
6

Firm details

Headquarters
LITTLE ROCK, Arkansas
CRD number
300230
Registered since
September 30, 2025
Custodians
CHARLES SCHWAB & CO., INC., ASCENSUS TRUST, EMPOWER FINANCIAL SERVICES, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pension & Profit Sharing Plans69.98%
  • Individuals16.42%
  • HNWI13.6%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Hatcher Capital Investments, Inc. is an independent, owner-operated registered investment adviser that serves both individual and institutional clients. The firm combines financial planning, portfolio management for individuals and small businesses, pension consulting and the publication of investment periodicals with insurance brokerage services. Fee arrangements include a percentage-of-assets model alongside fixed-fee engagements, which supports both ongoing investment management relationships and project-based planning work. Investment implementation tilts toward pooled public funds: mutual funds and other collective vehicles are the primary building blocks for client portfolios. Hatcher Capital is not positioned as an active ESG investor and does not operate as a multi-state capital allocator. Its advisory model appears to mix discretionary mandates with a substantial non-discretionary book, suggesting a blend of model-driven management, client-directed accounts and advisory-only arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 77%, Exchange Traded Equities 20%, Cash & Cash Equivalents 2%, US Government Bonds 1%77%
  • Public Funds/Mutual Funds77%
  • Exchange Traded Equities20%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Contacts

3 of 6
  • ANN KATHERINE LEDYARD

    AdministratorCRD 1089524

  • Matthew Dawson

    Investment AdvisorCRD 7864304

  • Jonathan Ricketts

    Investment Adviser RepresentativeCRD 7372799

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LITTLE ROCK, AR

PULASKI

Location

LITTLE ROCK, AR

Headquartered in LITTLE ROCK, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.

Metro area
Little Rock-North Little Rock, AR
Region
South
County
PULASKI
Address
513 Center St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth