Hutner Capital Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Manchester, VT. Its latest Form ADV filing, dated March 30, 2026, reports $271M in regulatory assets under management, 4 employees, 1 office, and 122 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.3% of total clients.
Top client categories% of clientsClients
1
HNWI
63.3%
76
2
Individuals
27.5%
33
3
Corporations
5.0%
6
4
Pooled Investment Vehicles
4.2%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$271Mas of March 30, 2026
Discretionary100.0%
$271M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$271M
Total Accounts122
10Y AUM Change+$134M (+97.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee30:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.