HILLMAN CAPITAL MANAGEMENT INC

RIASEC RegisteredEst. 2000
Total AUM
$196M
Discretionary
$196M
100% of AUM
Avg account
$1.1M
Accounts
185
Employees
7
Advisory reps
4

Firm details

Headquarters
BETHESDA, Maryland
CRD number
110096
Registered since
September 12, 2000
Website
hillmancapital.com
Custodians
CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM
Client types
  • Investment Companies47.71%
  • HNWI34.42%
  • Individuals12.72%
  • Corporations / Businesses3.73%
  • Pension & Profit Sharing Plans1.41%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hillman Capital Management Inc is an SEC-registered advisory corporation (registered in 2000) that manages discretionary portfolios for individuals, families and institutional entities. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individuals/small businesses, investment companies and other institutions. It is not flagged as a capital allocator and does not report active ESG investing. Ownership is listed as individual, and the adviser is classified as unclassified in available records.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 76%, Investment Grade Corp Bonds 9%, US Government Bonds 8%, Public Funds/Mutual Funds 4%, Cash & Cash Equivalents 3%76%
  • Exchange Traded Equities76%
  • Investment Grade Corp Bonds9%
  • US Government Bonds8%
  • Public Funds/Mutual Funds4%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2

  • CYRUS WATSON

    Chief Compliance OfficerCRD 4381121

  • MARK HILLMAN

    CEO & Chief Investment OfficerCRD 1620991

Contacts

2 of 2

  • JEFF LONG

    Director of OperationsCRD 7975263

  • MELBA QUIZON

    ShareholderCRD 1784605

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 7

Active vs passive

$5.2M in ETFs

Passive

87%

$4.5M

Active

0%

$680K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI EAFE ETF (EFA)BlackRockPassiveForeign Large Blend$3M30,85457.74%
Unlock additional holdings →

Location

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
7255 Woodmont Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth