Drum Hill Capital, Llc
- Regulatory AUM
- $194M
- Discretionary
- $172M
- Clients
- 73
- Avg AUM / client
- $2.7M
- Accounts
- 210
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 29 | $9.1M | 4.68% |
| High net worth individuals | 43 | $185M | 95.3% |
| Charitable organizations | 1 | $18.5K | 0.01% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Cleaves Nightingale | Chief Investment Officer And Senior Advisor / Member | Aug 1998 (28y) | 50% – 75% | |
| Zachary Ross Olson | Managing Partner And Director Of Investment Research / Member | Nov 2012 (14y) | 25% – 50% | |
| Ronald Scott Welz | Director Of Operations And Chief Compliance Officer / Member | Nov 2014 (12y) | 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 985 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Financial Services (Fidelity) $194M (100% of AUM) Jul 2026
- Charles Schwab & Co. $16.5M (11% of AUM) Oct 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗