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HCM WEALTH
HUTCHINSON CAPITAL MANAGEMENT
CRD 106158 · SEC 801-48519
1101 FIFTH AVENUE, SUITE 160, SAN RAFAEL, CA, 94901, United States
Phone
415-464-5650
Fax
415-464-5660
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$941.7M
Discretionary AUM
$937.1M
Team
7 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $94.4M |
| High net worth individuals | 156 | $739.5M |
| Pension/profit sharing plans | 15 | $54.5M |
| Charitable organizations | 4 | $2.6M |
| State/municipal entities | 2 | $29.1M |
| Corporations/business entities | 6 | $21.6M |
States served
CA, NV, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD