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Hawk Capital Wealth Management LLC
Hawk Capital Wealth Management LLC was established in 2018 by Adam Hawk, a veteran of the wealth management industry.
Hawk Capital Wealth Management LLC
Hawk Capital Wealth Management LLC was established in 2018 by Adam Hawk, a veteran of the wealth management industry. The firm is a registered investment advisor (RIA) and operates as a multi-family office for a select group of ultra-high-net-worth clients. The firm's strategy encompasses a broad asset-class mix, including equities, fixed income, alternative investments, and private real estate. It does not rely on proprietary products; instead, it selects third-party managers and co-investment opportunities. Known client holdings include a diverse set of individual stocks and bonds, with a focus on capital preservation and tax efficiency. The firm is headquartered in New York City. It does not publicly disclose AUM or team size. In 2024, the firm was active in the M&A space, acquiring a minority stake in a regional Registered Investment Advisor. Hawk Capital's structural differentiator is its independence as a fee-only fiduciary, which avoids conflicts of interest common at wirehouses. Its governance is led by Adam Hawk, with succession plans in place to ensure continuity.
General information
Firm type
Multi Family Office
Year founded
2018
AUM
Undisclosed
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.
Does Hawk Capital offer estate planning services?
Yes, estate planning is a core offering, integrated with tax optimization and generational wealth transfer strategies.
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