H
HDS Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$83,468,937
Total clients
15
73% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$5,564,596
About
HDS Capital Management provides tailored portfolio management and continuous investment advice to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm advises across a broad set of securities — including exchange-listed equities, ETFs, mutual funds, corporate debt and, occasionally, warrants and foreign or municipal securities — and manages accounts on both discretionary and non-discretionary bases.
The firm’s investment process relies on fundamental analysis and mutual fund/ETF manager review, and it implements a mix of long-term and short-term trading strategies, with occasional use of margin. Client objectives, risk tolerance and time horizon are established through questionnaires and discussions, accounts are monitored continuously with monthly reviews, and clients receive periodic performance and unrealized gain/loss reporting.
Notable features compared with many peers include a small client roster relative to assets under management (roughly $83 million across about 15 clients), no stated minimum account size, and a long operating history dating back to 1999. The firm recommends Schwab Institutional custody and receives program benefits that may create potential conflicts of interest, generally does not aggregate or block trades for clients, and requires clients to direct the choice of broker-dealer for execution, which can affect trade execution and commission arrangements.
Client services
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Fee options
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
Main office location
HDS Capital Management, Inc.
Potomac MD, United States
Number of offices
1
Most active in
HDS Capital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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