# Hawk Capital Wealth Management LLC

Hawk Capital Wealth Management LLC is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** hawkcapitalwm.com
- **LinkedIn:** https://www.linkedin.com/company/jessi-h-88667719

## Regulatory record

- **CRD number:** 309556
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309556

## About

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.

## Sectors

- Financial Services
- Wealth Management
- Private Wealth
- Estate Planning

## People

- Adam Hawk — Founder & CEO
- Michael L. Schwartz — Managing Director

## 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.

## Related profiles

- [EQT Partners](https://altss.com/profile/eqt-partners-limited)
- [Darkhorse Advisor](https://altss.com/profile/darkhorse-advisor)

---

Last updated: 2026-07-06T01:24:18.055Z

Canonical page: https://altss.com/profile/hawk-capital-wealth-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology