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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-03-2014
- Office Locations
- 1
Office Locations
About Hawk Capital Management LLC
Hawk Capital Management is a fee-only RIA led by CFP Jason D. Burack, managing discretionary, concentrated equity portfolios for individuals and families. The firm uses bottom-up fundamental stock selection backed by proprietary research, focusing on capital-efficient, asset-light businesses with recurring revenue, high ROIC, and secular tailwinds, with valuation anchored in balance-sheet review and DCF analysis. Offers comprehensive or modular financial planning, including tax planning via Holistiplan OCR.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 40 clients, or 40 clients per representative. That equates to $526.7K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Hawk Capital Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON BURACK
Chief Executive Officer, Managing Member
- CRD
- #5937085
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,066,764 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,066,764 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Hawk Capital Management LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.