Asset manager · Bethesda, MD
Hillman Capital Management Inc
SEC-registered investment adviser · CRD 110096 · SEC 801-57921
At a glance
Hillman Capital Management Inc is an SEC-registered investment adviser based in Bethesda, Maryland, with $196 million in regulatory assets under management as of its Form ADV filed March 11, 2026. Its largest client group by assets is investment companies, and it reports 178 individual clients. By Form ADV it is a asset manager, ranked 2,114th of 3,218 asset managers and 12,332nd of 17,210 SEC-registered advisers by assets.
Main office 240-744-4500hillmancapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $196M
- Rank among asset managers
- #2,114 of 3,218
- Rank among all SEC RIAs
- #12,332 of 17,210
- Rank in Maryland
- #184 of 227
- Individual clients
- 178
- High-net-worth clients
- 61
- Accounts
- 185
- Discretionary
- 100% of AUM
- Employees
- 7
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Mark A. HillmanCEO and CIO
- Cyrus F. WatsonChief Compliance Officer
- Melba B. QuizonShareholder
- Jeffrey T. LongDirector, Operations & Systems
Custody and brokerage
Broker-dealer
Hybrid RIA
Hillman Capital Management Inc is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 1 | $93M | 48% |
| High-net-worth individuals | 61 | $67M | 34% |
| Individuals | 117 | $25M | 13% |
| Corporations or other businesses | 3 | $7M | 4% |
| Pension and profit sharing plans | 3 | $3M | 1% |
Disciplinary disclosures
Hillman Capital Management Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗hillmancapital.com ↗
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The full record on Hillman Capital Management Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 793 peers of its type and size
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- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Hillman Capital Management Inc manage?
Hillman Capital Management Inc reports $196 million in regulatory assets under management across 185 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 11, 2026.
What kind of firm is Hillman Capital Management Inc?
Hillman Capital Management Inc is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Hillman Capital Management Inc’s clients?
By assets, its largest client types are investment companies ($93 million, 1 clients); high-net-worth individuals ($67 million, 61 clients); individuals ($25 million, 117 clients).
Does Hillman Capital Management Inc have any disciplinary history?
Hillman Capital Management Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Hillman Capital Management Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →