Hilbar Capital, LLC

Hilbar Capital, LLC provides discretionary investment management and financial advisory services to individuals, high-net-worth clients, and small businesses. Services include ongoing portfolio management, retirement-account advice, analysis of existing portfolios, 401(k) plan evaluations, and guidance on employee stock option and RSU grants; the firm manages roughly $2.84 million across a small number of client accounts.

The firm offers both passive strategies implemented with low-cost index mutual funds and ETFs and an active strategy implemented through highly concentrated investments in individual securities and special situations, with allocations tailored to each client’s Statement of Investment Policy. All client accounts are managed on a discretionary basis, and the adviser also will evaluate non-managed accounts on a non-discretionary basis at a client’s request; it acts as a fiduciary for retirement accounts.

Distinctive features relative to peers include a very small client base and assets under management combined with a typical account minimum around $300,000 (with flexibility to accept smaller accounts), and leadership by a CFA charterholder with advanced computer science and technology-industry experience. The firm uses institutional custody and brokerage relationships, does not accept third‑party compensation or engage in soft-dollar arrangements, and maintains written policies on concentration risk, proxy voting, and a Code of Ethics.