Human Capital Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,100,000
Total clients
85
2% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
85
Average account size
$118,824
About
Human Capital Wealth Management serves individuals, families, corporations and other businesses with investment management, comprehensive financial planning, and business-oriented services including fractional CFO and business coaching. The firm also provides educational seminars and speaking engagements for organizations and the public.
It develops individually tailored investment policies and combines strategic and tactical asset allocation with both passive and active vehicles, drawing on fundamental, technical, cyclical and charting analysis. Portfolios are constructed with attention to diversification, tax considerations, and each client’s stated risk tolerance and time horizon.
Compared with many independent advisers, the firm’s provision of portfolio management for institutional clients and its regular seminar/speaking program are less common features. The integration of business consulting (fractional CFO and coaching), employee benefits optimization, and ongoing planning alongside traditional portfolio management further differentiates its service mix from typical individual-focused firms.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Ongoing Financial Planning: initial fee $1,500-$5,000 plus monthly fee $250-$625; Project-Based Financial Planning: $3,000-$6,000; Fractional CFO/Business Coaching starting at $1,000/month; Educational seminars $5,000-$15,000
$0 - $100,000: 1.20% $100,001 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $3,000,000: 0.70% $3,000,000 - $4,000,000: 0.60% $4,000,000+: 0.50%
$250 per hour for financial planning (negotiable in some cases)
Ongoing Financial Planning monthly fees of $250-$625 (paid in advance)
Account minimum: $300,000 Minimum fee: Minimum fee of $10/month for any account with investments Fee-only: Financial planning fees and hourly charges as detailed below
Main office location
Human Capital Wealth Management
Fishers IN, United States
Number of offices
1
Most active in
Human Capital Wealth Management has reported serving >5 clients in these states in the last 12 months.
Indiana
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
Quick links
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