A complete list of active advisors currently associated with Hillman Capital Management Inc
Warmer can help you find a great advisor at Hillman Capital Management Inc or one who fits your needs even better.
Hillman Capital Management provides discretionary and non‑discretionary portfolio management to individuals (including high‑net‑worth clients), foundations, pension/profit‑sharing plans and other institutional investors, and serves as the investment adviser to an open‑end mutual fund. The firm also acts as a portfolio manager in wrap‑fee, sub‑advisory and dual‑contract programs and supplies model portfolios to third‑party platforms such as Envestnet, LPL, Vestmark, Advyzon and others. The firm follows a long‑term, fundamental value approach that looks for companies with sustainable competitive advantages and purchases securities when they appear discounted to HCM’s estimates of intrinsic value; strategies include Focused Advantage Value, Advantage Value Equity and a Balanced Conservative strategy that blends equities with fixed income. For the Hillman Value Fund, HCM’s process can include option writing and short selling, and separately managed accounts are handled in accordance with each client’s stated objectives and restrictions. Hillman’s profile is notable for combining an investment company role with separately managed accounts: it manages the Hillman Value Fund (formed in 2000) and may place client assets into that Fund, and it participates as a portfolio manager in wrap programs while receiving a portion of wrap fees. The firm also reports a material gap between discretionary AUM (about $195.9 million) and assets under advisement (about $265.6 million across many model platform accounts), and the brochure discloses the firm’s lineage from predecessor firms (Custom Asset Management and Menocal Capital Management), which the firm references in describing its track record.
To learn more about the advisors currently working at Hillman Capital Management Inc, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bethesda, MD
| 27
|
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