S.H. CAPITAL MANAGEMENT CORP.
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 145239
- Website
- www.shcapitalmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI58.81%
- Individuals41.19%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
S.H. Capital Management Corp. is a small, privately structured corporate adviser that provides discretionary portfolio management primarily for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and concentrates its client-facing activity on professionally managed, pooled public funds and mutual fund strategies. It is not positioned as an ESG-focused manager and does not list multi-state or pension consulting services; its operating model centers on direct advisory relationships with a limited number of clients under discretionary authority. Investment decision-making appears oriented toward manager-selected pooled vehicles rather than a heavy emphasis on direct security selection or proprietary product manufacturing. The ownership is held at the domestic entity/individual level, which aligns with a compact, owner-led advisory practice rather than a multi-layered institutional firm.
Assets & Accounts
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
- Public Funds/Mutual Funds65%
- Cash & Cash Equivalents15%
- Exchange Traded Equities5%
- US Government Bonds5%
- State & Local Bonds5%
Owners & executives
1 of 1SCOTT HUDSON
Chief Investment Officer & Chief Compliance OfficerCRD 2493096
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 301 E Yamato Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
AVENTURA CAPITAL MANAGEMENT, LLC
RIABOCA RATON, FL
VENTUREMFO LLC
RIABOCA RATON, FL
JKM WEALTH MANAGEMENT INC
RIABOCA RATON, FL
STAR WEALTH ADVISORS
RIABOCA RATON, FL
ATLAS FINANCIAL ADVISORS, LLC
RIABOCA RATON, FL
ICEBRIDGE FINANCIAL GROUP
RIABOCA RATON, FL