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Hancock Capital Management, Inc.

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Client assets under management

$102,030,433

Clients

392

8% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

131

Very High

Average account size

$260,282

About

Hancock Capital Management serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and business entities with discretionary and non‑discretionary portfolio management and incidental financial planning. The firm also provides investment management for donor‑advised fund accounts held at a local community foundation for clients who choose that vehicle.

Investment policy is grounded in Modern Portfolio Theory and diversification, with portfolios typically constructed around mutual funds and exchange‑traded funds using an asset‑allocation approach and periodic (generally annual) reviews. Accounts are managed under percentage‑of‑assets fees and may be subject to client‑provided written restrictions or discretionary authority as agreed in each engagement.

Notable distinctions include firm principals’ active roles with a community foundation and the firm’s management of donor‑advised fund assets (aggregated for fee breakpoints), with documented safeguards—such as abstention from grant votes and limits on signatory authority—to address conflicts. The firm also has affiliated insurance entities and many advisory personnel are dually registered as broker‑dealer representatives and licensed insurance agents, and it discloses acceptance of standing third‑party transfer authorizations for a subset of clients (an arrangement treated as limited custody and governed by specific verification procedures).

Client services

Portfolio management

Expertise

Wealth management Annuities

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Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $1,999,999: 1.00% $2,000,000+: .75%

Commissions

Commission-based compensation earned by registered representatives for securities and insurance products, separate and in addition to advisory fees.

Other

Account minimum: $400 minimum annual fee Minimum fee: $400 minimum annual fee, payable quarterly in advance

Main office location

Hancock Capital Management, Inc.

1618 E. Pleasant Valley Blvd.

Altoona PA 16602, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Allan H

ChFC®, Series 63, Series 65

Altoona, PA

Hancock Capital Management, Inc.

Allan Hancock is a financial advisor with Hancock Capital Management, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 56 years of industry experience. His career includes long tenures at Princor Financial Services Corporation and Cadaret, Grant & Co., Inc., alongside his ongoing roles at Hancock Capital Management and related entities. Outside of advisory work, he is involved in non-variable insurance through multiple agencies he manages. Hancock Capital Management serves individuals, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning. The firm’s investment approach is based on Modern Portfolio Theory and diversification, focusing on mutual funds and ETFs with asset-allocation strategies and periodic reviews.

Wealth management Annuities
user avatar

Walter S

Series 63, Series 65

Altoona, PA

Hancock Capital Management, Inc.

Walter Sedlock III is a financial advisor at Hancock Capital Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Cadaret, Grant & Co., Inc. Sedlock is also involved in several related business activities, including roles with The Hancock Group, Inc. and Allan Hancock Agency, Inc. Hancock Capital Management serves individuals, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning. The firm’s investment approach is based on Modern Portfolio Theory and diversification, primarily using mutual funds and exchange-traded funds within an asset-allocation framework.

Wealth management Annuities
user avatar

Craig K

Series 63

Altoona, PA

Hancock Capital Management, Inc.

Craig Kilmer is a financial advisor with Hancock Capital Management, Inc. in Altoona, PA, holding a Series 63 designation and 40 years of industry experience. His prior roles include positions at LPL Financial, Cadaret, Grant & Co., Inc., and Principal Life Insurance Company. Kilmer is also involved with several affiliated insurance agencies. Hancock Capital Management serves individuals, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary portfolio management and financial planning. The firm’s investment strategy is based on Modern Portfolio Theory and diversification, typically utilizing mutual funds and exchange-traded funds within an asset-allocation framework.

Wealth management Annuities
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