H
CRD: 111947
Hearth Capital Management
Mill Valley, CA
4153813642
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
0 Employees
2 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Bank OF America ยท Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-28-1992
- Office Locations
- 1
Office Locations
-- Mill Valley CA
About Hearth Capital Management
Hearth Capital Management is a Mill Valley-based RIA. The firm has been operating for 34 years. Managing $4.5M in total assets under management, They custody assets with Bank OF America and Principal. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
28.9 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
34yrs Firm Age
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Asset Classes
Crest matrix Catalyst north Foundation Pathway Capital Delta pioneer Radial meridian
Client Personas
Glacier
Investment Vehicles
Capital Ridge
Services
Zenith insight Radial crest Zenith Matrix Value
Owner & Executives
G
GATIAN CHRISTINE CUNNINGHAM
Chief Executive Officer, President, Principal
- CRD
- #4489009
- Ownership
- 50% but less than 75%
(515) 379-6580
vector.wave@foundationcapital.com
in linkedin.com/in/eagle-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,500,000
Other:
11.5% Cash:
41.7% Equity - Exchange:
46.8% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $556,304,906 | 11.5% |
| Cash | $2,017,209,964 | 41.7% |
| Equity - Exchange | $2,263,919,096 | 46.8% |
| Total | $4,837,433,966 | 100.0% |