Hutner Capital Management Inc.

RIASEC RegisteredEst. 2014

Total AUM

$271M

Discretionary

$271M

100% of AUM

Avg account

$2.2M

Accounts

122

Employees

Advisory reps

Firm details

Headquarters: Manchester, Vermont
CRD number: 107896
Registered since: April 9, 2014
Website: hutner.capital
Custodians: PERSHING LLC, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI61.79%
Pooled Investment Vehicles29.73%
Corporations / Businesses5.29%
Individuals3.03%
Charitable Organizations0.16%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hutner Capital Management Inc. is an independent registered investment adviser that also operates hedge-fund strategies. The firm acts as a capital allocator and sponsor/GP for pooled vehicles while managing separate accounts for individuals, families and institutional clients. Its advisory services include portfolio management for individual and small-business investors as well as for pooled investment vehicles. Fee arrangements are mixed and include percentage-of-AUM fees, fixed fees and performance-based fees. The firm is not characterized as an active ESG investor.