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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Matrix
- Established Date
- 07-16-2020
- Office Locations
- 1
Office Locations
About Hawk Capital Wealth Management LLC
Hawk Capital Wealth Management (Walnut Creek, CA) provides comprehensive investment advisory, portfolio management, and standalone financial planning for individuals and families, including estate, tax, insurance, retirement, and education planning. The firm emphasizes active management seeking alpha, primarily using individual stocks and ETFs, with long-term positioning plus tactical trading and diversified multi-asset portfolios. Open-architecture approach with no proprietary product sales; Schwab is a primary custodian.
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Owner & Executives
Jessi Hawk
Chief Compliance Officer, Managing Member
- CRD
- #5454935
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,698,044 | -- |
| Total | $3,698,044 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,698,044
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $794,142,076 | 27.2% |
| U.S. Government/Agency | $706,552,876 | 24.2% |
| Cash | $1,418,945,032 | 48.6% |
| Total | $2,919,639,984 | 100.0% |