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 is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individuals and families and acts as a capital allocator, placing client capital with both in-house portfolio strategies and external managers. Its business model combines investment advice with financial product distribution: Hexeum Capital functions as an insurance broker and a seller of other financial products while providing ongoing advisory services. Advisory services include financial planning, discretionary portfolio management for individuals, small businesses, and institutional clients, selection of third‑party advisers, and educational seminars or workshops. The firm charges clients using a mix of asset‑based fees, hourly billing, and fixed fees. Hexeum Capital does not identify as an active ESG investor and appears to operate within a single state jurisdiction.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

    Rohit Singh

    Chief Executive OfficerCRD 5679037

Contacts

1 of 1
  • Lubna Singh

    MemberCRD 7014845

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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