CRD: 110096
Hillman Capital Management INC
$195.9M Total AUM
$195.9M Disc. AUM
-11.3% 3Y CAGR
7 Employees
188 ADV. Clients
28 yrs Firm Age
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- Custodian
- Broadridge · Charles Schwab & Company · Morgan Stanley · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-1998
- Office Locations
- 1
Office Locations
7255 Woodmont Avenue Suite 260 Bethesda MD
About Hillman Capital Management INC
Hillman Capital Management INC is a Bethesda-based RIA. The firm has been operating for 28 years. Managing $195.9M in total assets under management, with 2 advisory representatives. They custody assets with Broadridge and Charles Schwab & Company.
Team overview
61 AVG AGE
$97.9M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
19.4 yrs AVG TENURE
7 Employees
2 Advisory Reps
2 RIA Reps
28yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MARK ALAN HILLMAN
Chief Executive Officer, Chief Investment Officer, Principal
- CRD
- #1620991
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MELBA BAGAPORO QUIZON
--
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $195,890,357 | $1,058,867 |
| Non-Discretionary | $0 | -- |
| Total | $195,890,357 | $1,058,867 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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