This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-30-1999
- Office Locations
- 2
Office Locations
About Hutner Capital Management Inc.
Hutner Capital Management is an investment manager with roots as a multi-family office, focused on preserving and growing family wealth for individuals, families, and related institutions. The firm runs individually managed, long-term portfolios of high-quality businesses with durable advantages, emphasizing tax efficiency and low trading costs. Its income approach targets high-quality dividend payers and may use preferred stock and bonds; custody includes Pershing and BNY Mellon.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 30, 2026, reported AUM increased 0.2%, from $270.7M to $271.2M.
Across 5 reported observations, AUM increased 38.9% between March 30, 2022 and March 30, 2026, from $195.2M to $271.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 120 clients, or 40 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 2 reported office locations and 27 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Hutner Capital Management Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Hutner Capital Management Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANIEL ELLSWORTH HUTNER
Chief Compliance Officer, President, Vice President
- CRD
- #4356920
- Ownership
- 75% or more
DANIEL E. HUTNER JR
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #5121499
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $271,166,293 | $2,222,675 |
| Non-Discretionary | $0 | -- |
| Total | $271,166,293 | $2,222,675 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Hutner 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
Hutner Capital Management Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.