A complete list of active advisors currently associated with Hensel Capital Management

Warmer can help you find a great advisor at Hensel Capital Management or one who fits your needs even better.

Hensel Capital Management is an independent, single-advisor registered investment adviser that provides portfolio management and related advisory services to individual clients. The firm reports approximately $5.34 million in assets under management across 13 client accounts and primarily charges fees as a percentage of AUM. The brochure identifies ongoing portfolio management and periodic account reviews as core services and outlines the firm’s methods of analysis and investment strategies (see Item 8) and its account review processes (see Item 13). As a solo practitioner with no additional staff, the advisor manages client relationships directly, which is a common structure for independent firms but affects how services are delivered and supported. A distinctive feature of Hensel Capital’s filing is that Item 9 (Disciplinary Information) discloses past disciplinary events, a disclosure that is uncommon among independent advisers. Given the small client base and concentrated advisor model, readers may wish to consult the specific disclosures in Item 9 and the related sections of the brochure to understand those events in context.

To learn more about the advisors currently working at Hensel Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.