CRD: 145239
S.h. Capital Management Corp.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-19-2007
- Office Locations
- 1
Office Locations
About S.h. Capital Management Corp.
S.H. Capital Management is a Boca Raton, FL-based boutique advisory firm serving retail clients, including entrepreneurs. The firm provides financial planning alongside estate and retirement planning, business succession guidance, and insurance planning. Investment implementation emphasizes asset allocation and risk management using public funds, including ETFs and mutual funds, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT ANTHONY HUDSON
Chief Compliance Officer, Managing Director
- CRD
- #2493096
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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No contact records available.
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,789,429 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,789,429 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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