Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

HUTCHINSON CAPITAL MANAGEMENT

dba HCM WEALTH · CRD 106158 · Registered Investment Adviser

Civil/Other disclosureCustody via related person

HUTCHINSON CAPITAL MANAGEMENT is a Registered Investment Adviser headquartered in SAN RAFAEL, CA. The firm reports $941,652,018 in regulatory assets under management across 779 accounts. It reports 1 Form ADV Item 11 disciplinary disclosure(s) (Civil/Other).

Regulatory assets under management

Discretionary	$937,147,990
Non-discretionary	$4,504,028
Total RAUM	$941,652,018
Accounts	779

Disciplinary history (Form ADV Item 11)

This adviser answered "yes" to 1 Item 11 disclosure question(s):

Category	Reported
Criminal (11A / 11B)	—
Regulatory (11C–11F)	—
Civil / Other (11G / 11H)	Yes

Item 11 captures firm-level Y/N disclosures only. For the narrative Disciplinary Reporting Pages, see the full Form ADV PDF on SEC IAPD.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 106158. adviserinfo.sec.gov/firm/summary/106158.
SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.