Hughes Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,700,000
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$450,000
About
Hughes Capital Management, LLC is a single‑advisor independent investment advisory firm that manages about $2.7 million for six clients, offering discretionary portfolio management and tailored investment advice to individuals and personal entities such as trusts, estates, and retirement‑plan accounts. The firm generally requires a minimum account size and focuses on ongoing portfolio management rather than one‑time consulting engagements.
The firm combines fundamental and quantitative analysis and may invest across equities, fixed income, mutual funds, ETFs and foreign securities according to each client’s objectives and risk tolerance. Accounts are reviewed at least monthly (and as often as daily when conditions warrant), managed on a discretionary basis, and the adviser generally aggregates trades to allocate executions among client accounts.
Noteworthy features include a high‑water‑mark fee deferral policy that can defer advisory fees for multiple quarters (and in some instances a year or longer), creating the potential for an accrued fee to be collected once performance recovers, and a distinct reduction in the ongoing fee applied after the first year for accounts that do not invest in individual stocks. The firm does not accept proxy‑voting authority, does not charge performance‑based fees, has no industry affiliations, and uses custodian‑based fee deduction with client authorization (resulting in limited constructive custody).
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
$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
Main office location
Hughes Capital Management, LLC
Edmond OK, United States
Number of offices
1
Most active in
Hughes Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma
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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