$141.1M Total AUM
$141.1M Disc. AUM
10.7% 3Y CAGR
1 Employees
12 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2000
- Office Locations
- 1
Office Locations
-- Sebastopol CA
About Hawthorn Capital Management, LLC
Hawthorn Capital Management, LLC is a Sebastopol, CA RIA offering “Wealth Life Management” financial planning and wealth management focused on aligning money decisions with clients’ full life goals—not just retirement. The firm uses an asset-allocation approach spanning ETFs, public equity, fixed income and mutual funds, and reports custody with Charles Schwab & Co.
Team overview
-- AVG AGE
$141.1M AVG AUM / ADVISOR
$11.8M AVG AUM / CLIENT
26 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Unison Eagle
Investment Themes
Peak optima
Investment Vehicles
Pathway foundation
Services
Element
Owner & Executives
B
BRIAN LESHNER
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
(300) 221-3936
insight.element@northcapital.com
in linkedin.com/in/beacon-fusion
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,100,000 | $11,758,333 |
| Non-Discretionary | $0 | -- |
| Total | $141,100,000 | $11,758,333 |
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Separately Managed Accounts
Total SMA Asset: $141,100,000
Equity - Exchange:
10.7% Corporate - Investment Grade:
16.3% U.S. Government/Agency:
39.3% Cash:
33.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $205,044,230 | 10.7% |
| Corporate - Investment Grade | $312,357,098 | 16.3% |
| U.S. Government/Agency | $753,106,378 | 39.3% |
| Cash | $645,793,510 | 33.7% |
| Total | $1,916,301,216 | 100.0% |