Hutner Capital Management Inc.
- Regulatory AUM
- $271M
- Discretionary
- $271M
- Clients
- 120
- Avg AUM / client
- $2.3M
- Accounts
- 122
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 33 | $8.2M | 3.03% |
| High net worth individuals | 76 | $168M | 61.8% |
| Pooled investment vehicles (non-investment companies) | 5 | $80.6M | 29.7% |
| Charitable organizations | Fewer than 5 clients | $429K | 0.16% |
| Corporations and other businesses | 6 | $14.3M | 5.29% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $64.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Avalon Partners, L.P. | Hedge Fund | Delaware | $39.4M | 48 |
| Hutner High Income Fund, L.P. | Hedge Fund | Delaware | $24.2M | 46 |
| Hutner Special Situations Fund, L.P. | Hedge Fund | Delaware | $972K | 5 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Ellsworth Hutner | President | Feb 1995 (32y) | 75% or more | |
| Daniel E. Hutner | Chief Compliance Officer, Vice President, Secretary | Jan 2006 (21y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $64.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Avalon Partners, L.P. | Hedge Fund | $39.4M | $50.0K | 48 |
| Hutner High Income Fund, L.P. | Hedge Fund | $24.2M | $50.0K | 46 |
| Hutner Special Situations Fund, L.P. | Hedge Fund | $972K | $50.0K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • NEGOTIATED FEES FOR LIMITED ADVISORY SERVICES PROVIDED
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- Pershing $135M (50% of AUM) Mar 2026
- BNY Mellon $47.5M (18% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗