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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 Oct 1, 2026
Regulatory AUM
$941.7M
Above cohort median (national)
Discretionary AUM
$937.1M
Non-discretionary $4.5M
Clients
296
779 accounts
Employees
7
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.HCM-WEALTH.COM
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 290 | 296 | increased by6 |
| Apr 1, 2026 | AUM | $883,341,656 | $941,652,018 | increased by$58,310,362 |
| Apr 1, 2026 | Accounts | 744 | 779 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 7 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 282 | 290 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $721,204,511 | $883,341,656 | increased by$162,137,145 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 676 | 744 | increased by68 |
| Apr 1, 2022 | Clients | 284 | 282 | decreased by2 |
| Apr 1, 2022 | AUM | $644,056,524 | $721,204,511 | increased by$77,147,987 |
| Apr 1, 2022 | Accounts | 675 | 676 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HCM WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HCM WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.