Data / Investment advisers / Maryland / Hillman Capital Management Inc
Hillman Capital Management Inc, Bethesda, MD: $196 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Hillman Capital Management Inc is an SEC registered investment adviser with its main office in Bethesda, Maryland and reports $196 million in regulatory assets under management in its Form ADV filed March 11, 2026. Its clients include investment companies, high net worth individuals and individuals. It is paid through a percentage of assets under management.
The request: Watch Hillman Capital Management Inc (CRD number 110096): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 110096
- SEC file number
- 801-57921
- SEC status
- Approved, effective September 12, 2000
- Main office
- 7255 Woodmont Avenue Suite 260, Bethesda, MD 20814
- Phone
- (240) 744-4500
- Website
- hillmancapital.com
- Regulatory AUM
- $195,890,357 in the Form ADV filed March 11, 2026
- Discretionary AUM
- $195,890,357
- Accounts
- 185
- Employees
- 7, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $93.5 million |
| High net worth individuals | 61 | $67.4 million |
| Individuals (other than high net worth individuals) | 117 | $24.9 million |
| Corporations or other businesses | 3 | $7.3 million |
| Pension and profit sharing plans | 3 | $2.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $195.9 million | March 11, 2026 |
| December 1, 2025 | $308 million | November 24, 2025 |
Other advisers in Bethesda
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Councilor Wealth LLC | Bethesda | $316.9 million | Not listed | adviserinfo.sec.gov |
| Thinagee Investments Inc. | Bethesda | $265.4 million | Not listed | adviserinfo.sec.gov |
| Promethium | Bethesda | $235.3 million | Not listed | adviserinfo.sec.gov |
| Bluestone® Financial Advisors, LLC | Bethesda | $207.3 million | Not listed | adviserinfo.sec.gov |
| Calvert Impact Advisory Services, LLC | Bethesda | $197.8 million | Not listed | adviserinfo.sec.gov |
| Global Environment Fund | Bethesda | $116 million | 3 | adviserinfo.sec.gov |
| Gritstone Asset Management LLC | Bethesda | $114.9 million | 1 | adviserinfo.sec.gov |
| RLJ Equity Partners, LLC | Bethesda | $109.1 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bethesda, MD
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Hillman Capital Management Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.