HUMBLE CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2024
Total AUM
$146M
Discretionary
$146M
100% of AUM
Avg account
$1.8M
Accounts
81
Employees
2
Advisory reps
2

Firm details

Headquarters
HONOLULU, Hawaii
CRD number
158115
Registered since
June 21, 2024
Custodians
CHARLES SCHWAB & CO., INC., E*TRADE SECURITIES LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI50.37%
  • Pooled Investment Vehicles38.08%
  • Pension & Profit Sharing Plans10.38%
  • Charitable Organizations1.17%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Humble Capital Management LLC is an SEC-registered investment adviser that provides discretionary portfolio management to high-net-worth individuals, families and institutional clients. The firm runs separately managed accounts and pooled vehicles, and charges both a percentage-of-assets fee and performance-based fees for certain strategies. Its active mandate leans heavily toward public equities delivered through SMAs and exchange-traded instruments, while the firm also sponsors a hedge fund and uses third-party real estate managers to provide alternative exposure. Humble Capital is not positioned as an ESG-focused adviser and reports a single-state regulatory footprint. Humble Capital’s advisory activities encompass direct portfolio management for individuals and small businesses, management of pooled investment vehicles and institutional mandates. That setup allows the firm to blend customized equity allocations for clients with a firm-sponsored hedge fund for consolidated alternative exposure and performance-seeking strategies.

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 79%, US Government Bonds 19%, Cash & Cash Equivalents 2%79%
  • Exchange Traded Equities79%
  • US Government Bonds19%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • GORDON NIHEI

    Investment AdvisorCRD 5930623

  • CHAD SAKUMOTO

    MemberCRD 5930593

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HONOLULU, HI

HONOLULU

Location

HONOLULU, HI

Headquartered in HONOLULU, HI, in the West of the United States.

Region
West
County
HONOLULU
Address
410 Atkinson Dr
Time zone
HT (UTC-10)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth