Hawk Capital Wealth Management LLC

Overview

Hawk Capital Wealth Management LLC is a small, privately owned limited liability company that advises individual and family clients. The firm charges both a percentage-of-assets fee and fixed fees and focuses its advisory work on portfolio management for individuals and small businesses, with an expressed capability to provide pension consulting services. Hawk Capital is not a multi-state adviser, not positioned as a capital allocator, and does not identify as an active ESG investor. The firm maintains industry linkages to an insurance company and a real estate brokerage, which may influence client solutions or access to real estate-related opportunities. Ownership is held by an individual principal and the advisory classification is listed as unclassified.

Assets & Accounts

Public Holdings

Investments & Alternatives