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- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Investment Themes
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Services
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Owner & Executives
DANIEL ELLSWORTH HUTNER
Chief Compliance Officer, President, Vice President
- CRD
- #4356920
- Ownership
- 75% or more
DANIEL E. HUTNER JR
Chief Compliance Officer, Secretary, VICE PRESIDENT
- CRD
- #5121499
- Ownership
- Less than 5%
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | 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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