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HILLMAN CAPITAL MANAGEMENT INC

7255 Woodmont Avenue
Suite 260
Bethesda, Maryland 20814
Tel: 240-744-4500

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About HILLMAN CAPITAL MANAGEMENT INC

HILLMAN CAPITAL MANAGEMENT INC, formally registered with the SEC as HILLMAN CAPITAL MANAGEMENT INC. The firm was established in 09/12/2000. They have over 1 offices throughout the country.

HILLMAN CAPITAL MANAGEMENT INC is a Bethesda, Maryland based Financial Planning firm with nearly $329,384,822 assets under management, offering retirement planning & investment advisory services to 178 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110096
SEC#801-57921
Assets Managed by Firm$329,384,822
No. of Clients178
No. of Advisors7

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other (MODEL PROVIDER TO ENVESTNET, SMARTX, ADHESION, FOLIODYNAMIX, AND VESTMARK PLATFORMS)

Firm Client Information

No. of ClientsAUM
Firm Total178$329,384,822
Individuals (other than high net worth individuals)105$19,417,155
High net worth individuals66$68,045,963
Pension and profit sharing plans3$1,068,899
Corporations or other businesses3$6,595,539

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