H
CRD: 150355
Hanley Capital Management, LLC
Madison, NJ, 07940
9085982648
$65.7M Total AUM
$65.7M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-05-2009
- Office Locations
- 1
Office Locations
30 Green Hill Road Madison NJ
About Hanley Capital Management, LLC
Hanley Capital Management, LLC is a Madison-based RIA. The firm has been operating for 16 years. Managing $65.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$65.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
16.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Wave Oak ridge
Client Personas
Vector glacier
Investment Vehicles
Ember
Services
Eagle wave Bridge Pioneer Wave timber
Owner & Executives
S
STEPHEN JOSEPH HANLEY
Chief Compliance Officer, Chief Executive Officer, Managing Member, Vice President
- CRD
- #1451615
- Ownership
- 75% or more
(322) 362-2512
vertex.alpha@quantumcapital.com
in linkedin.com/in/summit-frontier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,695,307 | $4,200,000 |
| Non-Discretionary | $0 | -- |
| Total | $65,695,307 | $4,200,000 |
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Separately Managed Accounts
Total SMA Asset: $65,695,307
Municipal Bonds:
21.2% Cash:
7.9% Equity - OTC:
18.2% Equity - Exchange:
25.1% U.S. Government/Agency:
27.6% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $1,249,597,453 | 21.2% |
| Cash | $465,651,881 | 7.9% |
| Equity - OTC | $1,072,767,624 | 18.2% |
| Equity - Exchange | $1,479,476,229 | 25.1% |
| U.S. Government/Agency | $1,626,834,420 | 27.6% |
| Total | $5,894,327,607 | 100.0% |