H
$8.0M Total AUM
$8.0M Disc. AUM
-- 3Y CAGR
2 Employees
24 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex · Betterment · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-10-2013
- Office Locations
- 2
Office Locations
-- Draper UT
-- South Weber UT
About Hanks Capital Management, LLC
Hanks Capital Management, LLC is a Draper-based RIA with 2 offices. The firm has been operating for 13 years. Managing $8.0M in total assets under management, with 2 advisory representatives. They custody assets with Apex and Betterment.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$333.5K AVG AUM / CLIENT
4.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRIAN HANKS
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5681020
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
J
JESSICA BRIAN
--
- CRD
- #5925031
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,005,002 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,005,002 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing