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Hawk Capital Wealth Management LLC
HAWK CAPITAL WEALTH MANAGEMENT LLC is a state-registered investment adviser with $4 million in regulatory assets under management. The firm has 1 employee...
Overview
HAWK CAPITAL WEALTH MANAGEMENT LLC is a state-registered investment adviser with $4 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Multi Family Office
Year founded
2018
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Adam Hawk
Founder & CEO
Michael L. Schwartz
Managing Director
Sector focus
Frequently asked questions
Who is the founder of Hawk Capital Wealth Management?
The firm was founded by Adam Hawk, a veteran of the wealth management industry. He serves as CEO and oversees the firm's strategic direction.
Is Hawk Capital Wealth Management a fiduciary?
Yes, the firm operates as a fee-only Registered Investment Advisor (RIA) and is legally obligated to act in the best interests of its clients.
What types of clients does Hawk Capital serve?
The firm serves ultra-high-net-worth families, endowments, and foundations. It manages concentrated stock positions and provides estate planning.
What is the investment approach of Hawk Capital?
The firm uses a holistic approach, customizing portfolios based on each client's goals. It allocates across equities, fixed income, alternatives, and private real estate, using third-party managers where appropriate.
Does Hawk Capital Wealth Management have any recent acquisitions?
In 2024, the firm acquired a minority stake in a regional RIA, signaling growth through strategic partnerships.
Where is Hawk Capital Wealth Management headquartered?
The firm is headquartered in New York, New York, United States.
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