Advisor at Hughes Capital Management, LLC
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Firm
Hughes Capital Management, LLC
Location
Edmond, OK
Credentials
Series 65
Industry experience
12 years
Devin Hughes is a financial advisor at Hughes Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been involved in the education sector since 2003. Hughes Capital Management is an independent, state-registered advisory firm based in Edmond, Oklahoma, providing discretionary portfolio management primarily for individual clients and related account types. The firm employs a combination of fundamental and quantitative analysis to manage portfolios across various instruments, tailoring allocations to client objectives and risk tolerance.
Based on Hughes Capital Management, LLC
$0 - $1,000,000: 1.00% annually (0.25% quarterly in arrears) $1,000,000+: Negotiable, paid quarterly in arrears After first year (accounts not investing in individual stocks)+: 0.5% annually, paid quarterly in arrears, not deferred
Account minimum: $100,000 Fee-only: Quarterly investment advisory fee of 0.25% per quarter (1.00% annually) up to $1,000,000; fees for accounts over $1,000,000 are negotiable; reduced to 0.5% annually after first year for accounts not investing in individual stocks
Edmond, OK
Oklahoma
SCHOOL
2003 - Present (23 years)
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