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Hutchinson Capital Management

● SEC registered since 1995CRD 106158SEC# 801-48519San Rafael, CA
Export (members)
Reg. AUM
$941.7M
Employees
7
Accounts
779
Location
San Rafael, CA

Hutchinson Capital Management assets under management

Hutchinson Capital Management operates as an SEC-registered investment adviser based in San Rafael, CA. The firm has been registered since 1995. It reports $941.7 million in regulatory assets under management and employs 7 people.

Hutchinson Capital Management owners & executives

3 reported
NameTitleOwnershipSince
Gage Thomas Houser ControlPresident, Chief Financial Officer, Wealth Advisor25-50%2011
Steven Kelley Wilkes ControlChief Executive Officer, Chief Compliance Officer, Wealth Advisor25-50%2010
Stuart James CrandallDirector Of Financial Planning, Wealth Advisor10-25%2025

Frequently asked questions

How much does Hutchinson Capital Management manage?

Hutchinson Capital Management reports $941.7 million in regulatory assets under management on its Form ADV.

How many employees does Hutchinson Capital Management have?

Hutchinson Capital Management reports 7 employees.

Where is Hutchinson Capital Management located?

Hutchinson Capital Management is based in San Rafael, CA and has been SEC-registered since 1995.

Does Hutchinson Capital Management disclose fund performance?

Hutchinson Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1101 Fifth Avenue, Suite 160, San Rafael, CA 94901
Phone415-464-5650
Fax415-464-5660
Office hours8:00a.m. To 4:30p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Regulatory AUM

$941.7M▲ 7%
Feb '25 — $883.3MMar '25 — $883.3MApr '25 — $883.3MMay '25 — $883.3MJun '25 — $883.3MJul '25 — $883.3MAug '25 — $883.3MSep '25 — $883.3MOct '25 — $883.3MNov '25 — $883.3MDec '25 — $883.3MJan '26 — $883.3MFeb '26 — $883.3MMar '26 — $941.7MApr '26 — $941.7MMay '26 — $941.7MJun '26 — $941.7M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$941.7Mregulatory AUM
Discretionary $937.1MNon-discretionary $4.5M