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HILLMAN CAPITAL MANAGEMENT INC
CRD 110096 · SEC 801-57921
7255 WOODMONT AVENUE, SUITE 260, BETHESDA, MD, 20814, United States
Phone
240-744-4500
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$195.9M
Discretionary AUM
$195.9M
Team
7 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)MODEL PROVIDER TO ENVESTNET, SMARTX, ADHESION, FOLIODYNAMIX, LPL, ADVYZON, VESTMARK PLATFORMS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117 | $24.9M |
| High net worth individuals | 61 | $67.4M |
| Investment companies | 1 | $93.5M |
| Pension/profit sharing plans | 3 | $2.8M |
| Corporations/business entities | 3 | $7.3M |
States served
CA, MD, NY, OH, PA, UT, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD