Human Capital Wealth Management

Overview

Human Capital Wealth Management operates as an independent RIA organized as an LLC and owned by an individual principal. Its client focus is individual and family households. The firm provides fee-based financial planning and portfolio management for individuals, small businesses, and other business or institutional clients, and it runs educational seminars and workshops. Its billing model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements, allowing flexibility for different client engagements. The adviser is not positioned as an ESG-focused manager, is not multi-state registered, and does not present itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives