HCM WEALTH

Legal name: HUTCHINSON CAPITAL MANAGEMENT

CRD 106158File 801-48519

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$941.7M

Above cohort median (national)

Discretionary AUM

$937.1M

Non-discretionary $4.5M

Clients

296

779 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Feb 17, 1995
Principal office: 1101 FIFTH AVENUE, SUITE 160, SAN RAFAEL, CA, 94901
Phone: 415-464-5650
Website: HTTP://WWW.LINKEDIN.COM/COMPANY/HCM-WEALTH

Assets & accounts

ADV Item 5F

Total regulatory AUM: $941.7M
Discretionary AUM: $937.1M
Non-discretionary AUM: $4.5M
Discretionary accounts: 751
Non-discretionary accounts: 28
Total accounts: 779
AUM per client: $3.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$21.6M
Charitable organizations	4	$2.6M
High net worth individuals	156	$739.5M
Pension and profit sharing plans	15	$54.5M
State or municipal government entities	2	$29.1M
Individuals (other than high net worth individuals)	113	$94.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11H1C

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.