Hutchinson Capital Management is a large advisory firm based in Larkspur. It manages $585.5 million of regulatory assets for 662 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Oregon, Texas, and Washington.
Hutchinson Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hutchinson Capital Management is $585.5 million. The firm's AUM has grown by 139% since the beginning of its operation, and $955 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Hutchinson Capital Management for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of William David Hutchinson is high net worth individuals with 136 clients and $438.72 million of assets under management. Among the 7 most similar advisory firms, Hutchinson Capital Management has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $571.93 million for 292 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Hutchinson Capital Management doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
William David Hutchinson has been acting as President since 1 Jan 2002. Kevin Patrick Cope has served as the Chief Investment Officer since 1 Jan 2017. Gage Thomas Houser joined the executive team most recently as the Vice President, Portfolio Manager.
The principal office where Hutchinson Capital Management performs its advisory services is located at 700 Larkspur Landing Circle, Larkspur, CA 94939, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-464-5650 or by fax 415-464-5660. The normal business hours are 8:00am to 4:30pm on Monday - Friday. You can find more information about the New York firm at hutchinsoncapital.com.