H
Hensel Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,336,412
Clients
13
31% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$410,493
About
Hensel Capital Management is an independent, single-advisor registered investment adviser that provides portfolio management and related advisory services to individual clients. The firm reports approximately $5.34 million in assets under management across 13 client accounts and primarily charges fees as a percentage of AUM.
The brochure identifies ongoing portfolio management and periodic account reviews as core services and outlines the firm’s methods of analysis and investment strategies (see Item 8) and its account review processes (see Item 13). As a solo practitioner with no additional staff, the advisor manages client relationships directly, which is a common structure for independent firms but affects how services are delivered and supported.
A distinctive feature of Hensel Capital’s filing is that Item 9 (Disciplinary Information) discloses past disciplinary events, a disclosure that is uncommon among independent advisers. Given the small client base and concentrated advisor model, readers may wish to consult the specific disclosures in Item 9 and the related sections of the brochure to understand those events in context.
Client services
Portfolio management
Fee options
Main office location
Hensel Capital Management
Houston TX, United States
Number of offices
1
Most active in
Hensel Capital Management has reported serving >5 clients in these states in the last 12 months.
Tennessee · Texas
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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