Hughes Family Capital, LLC

RIASEC Registered
Total AUM
$7.7M
Discretionary
$7.7M
100% of AUM
Avg account
$591K
Accounts
13
Employees
3
Advisory reps
3

Firm details

Headquarters
Grand Rapids, Michigan
CRD number
338201
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI80.67%
  • Individuals15.37%
  • Corporations / Businesses3.96%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hughes Family Capital, LLC is an independent registered investment adviser organized as an LLC that provides discretionary portfolio management to both individual and institutional clients. The firm focuses on managing portfolios for individuals, small businesses, and institutions and charges clients on a percentage-of-assets basis with the potential for performance-based fees on certain mandates. It is not positioned as a capital allocator to outside managers, and it does not identify as an active ESG investor or a multi-state adviser. In addition to advisory work, the firm has industry affiliations that include roles as an investment adviser and sponsor and as a general partner/managing member of pooled investment vehicles.

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 100%100%
  • Exchange Traded Equities100%

Contacts

3 of 3
  • Daniel Shuart

    Daniel Shuart

    PrincipalCRD 7142336

  • Matthew Franz

    Matthew Franz

    PrincipalCRD 5951319

  • Andrew Hakim

    Andrew Hakim

    PrincipalCRD 7975219

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Grand Rapids, MI

Kent

Location

Grand Rapids, MI

Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.

Metro area
Grand Rapids-Kentwood-Muskegon, MI
Region
Midwest
County
Kent
Address
1300 Michigan St Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth