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HW CAPITAL LLC

CRD 298731File 801-114174
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$321.0M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $321.0M
Clients
6
29 accounts
Employees
2
Below cohort median in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Oct 24, 2018
Principal office
1437 7TH STREET, SUITE 200, SANTA MONICA, CA, 90401
Phone
818-489-3073
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$321.0M
Discretionary AUM
$0
Non-discretionary AUM
$321.0M
Discretionary accounts
0
Non-discretionary accounts
29
Total accounts
29
AUM per client
$53.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals6$321.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Other (described)ANNUAL BONUSES IN THE CLIENT'S DISCRETION

Advisory activities

  • Other advisory activities
  • Selection of other advisers
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.