Hughes Family Capital, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
3 of 3
Daniel Shuart
PrincipalCRD 7142336

Matthew Franz
PrincipalCRD 5951319

Andrew Hakim
PrincipalCRD 7975219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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