CRD: 110096
Hillman Capital Management INC
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- Custodian
- Broadridge · Charles Schwab & Company · Morgan Stanley · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-01-1998
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between November 24, 2025 and March 11, 2026, reported AUM decreased 36.4%, from $308.0M to $195.9M.
Across 5 reported observations, AUM decreased 40.1% between July 25, 2022 and March 11, 2026, from $327.2M to $195.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 188 clients, or 94 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MARK ALAN HILLMAN
Chief Executive Officer, Chief Investment Officer, Principal
- CRD
- #1620991
- Ownership
- 50% but less than 75%
MELBA BAGAPORO QUIZON
--
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Hillman Capital Management INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Hillman Capital Management INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.