S.H. CAPITAL MANAGEMENT CORP.

RIASEC Registered
Total AUM
$54.8M
Discretionary
$54.8M
100% of AUM
Avg account
$287K
Accounts
191
Employees
1
Advisory reps
1

Firm details

Headquarters
BOCA RATON, Florida
CRD number
145239
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI58.81%
  • Individuals41.19%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Cash & Cash Equivalents 15%, Exchange Traded Equities 5%, US Government Bonds 5%, State & Local Bonds 5%, Investment Grade Corp Bonds 5%65%
  • Public Funds/Mutual Funds65%
  • Cash & Cash Equivalents15%
  • Exchange Traded Equities5%
  • US Government Bonds5%
  • State & Local Bonds5%

Owners & executives

1 of 1
  • SCOTT HUDSON

    Chief Investment Officer & Chief Compliance OfficerCRD 2493096

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth