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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- 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.
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Owner & Executives
JASON BURACK
Chief Executive Officer, Managing Member
- CRD
- #5937085
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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