Hensel Capital Management

RIASEC Registered
Total AUM
$5.3M
Discretionary
$5.3M
100% of AUM
Avg account
$410K
Accounts
13
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
117903
Custodians
ALTRUIST
Fee structure
Percentage of AUM
Client types
  • HNWI70.26%
  • Individuals29.74%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hensel Capital Management is a small, sole-proprietor advisory practice focused on discretionary portfolio management for individuals and small businesses. The firm bills clients on a percentage-of-assets-under-management basis and serves an individual and family client base rather than institutional sponsors. Its regulatory profile in the source is sparse: it is listed as an unclassified adviser, not a multi-state adviser, and the SEC registration year is not provided. The firm does not identify itself as an active ESG investor, is not a pension consultant, and does not operate as a capital allocator.

Assets & Accounts

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: Other 99%, Cash & Cash Equivalents 1%99%
  • Other99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Robert Hensel

    Investment Adviser RepresentativeCRD 2423115

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth