K
CRD: 284899
Kevin Hebson & Company
Winnetka, IL, 60093
4242521226
$21.7M Total AUM
$21.7M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-12-2016
- Office Locations
- 1
Office Locations
1001 Green BAY Road #229 Winnetka IL
About Kevin Hebson & Company
Kevin Hebson & Company is a Winnetka-based RIA. The firm has been operating for 9 years. Managing $21.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$21.7M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
9.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Harbor optima
Client Personas
Vital focus
Investment Themes
Momentum Crest catalyst
Investment Vehicles
Vital Unison summit
Services
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Owner & Executives
K
KEVIN HEBSON
Chief Compliance Officer, President
- CRD
- #703983
- Ownership
- 75% or more
(409) 661-9336
ember.crest@momentumcapital.com
in linkedin.com/in/fusion-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,748,563 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,748,563 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,748,563
Equity - Exchange:
25.0% Public Funds:
35.7% Cash:
39.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $297,408,841 | 25.0% |
| Public Funds | $424,699,825 | 35.7% |
| Cash | $467,526,697 | 39.3% |
| Total | $1,189,635,363 | 100.0% |