HEXEUM CAPITAL

RIASEC Registered
Total AUM
$6.2M
Discretionary
$6.2M
100% of AUM
Avg account
$200K
Accounts
31
Employees
1
Advisory reps
2

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
298791
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI81.13%
  • Individuals18.87%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hexeum Capital operates as a small, independent registered investment adviser structured as a limited liability company that serves individual and family clients. The firm acts as a capital allocator, blending discretionary portfolio management with financial planning and selection-of-advisers services. Its advisory scope includes portfolio management for individuals, small businesses and other business or institutional clients, plus educational seminars and workshops. Hexeum Capital also performs insurance brokerage and other financial product sales, which feeds into how it structures liability-management and income solutions for clients. Investment activity centers on a clear equity preference: the firm favors exchange-traded equities as the primary building block of client portfolios while supplementing that exposure with third-party alternatives and insurance products. Hexeum Capital uses a mix of fee arrangements — percentage of AUM, hourly charges and fixed fees — enabling flexible engagement models for different client circumstances. The adviser does not list ESG as an active investment orientation.

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: Exchange Traded Equities 70%, Investment Grade Corp Bonds 26%, Cash & Cash Equivalents 4%70%
  • Exchange Traded Equities70%
  • Investment Grade Corp Bonds26%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • ROHIT SINGH

    Chief Executive OfficerCRD 5679037

Contacts

1 of 1
  • LUBNA SINGH

    MemberCRD 7014845

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
5000 Birch St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth