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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2018
- Office Locations
- 1
Office Locations
About Hexeum Capital
Hexeum Capital is a Newport Beach, CA RIA providing personalized asset management and holistic planning, including tax strategies, risk management, retirement, estate, succession, and corporate advisory. Portfolios are built to match each client’s income, growth, and risk goals and are implemented through a roster of institutional money managers using a straightforward, balanced process, with allocations commonly using ETFs and investment-grade corporate bonds.
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 26 clients, or 26 clients per representative. That equates to $238.1K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Hexeum Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROHIT JILEDAR SINGH
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5679037
- Ownership
- 75% or more
LUBNA ROHIT SINGH
--
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,191,848 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,191,848 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Hexeum Capital has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.