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HERGES CAPITAL MANAGEMENT
Herges Capital Management is a 100% independent fiduciary with dual registrations as a state-registered investment advisor (RIA) and commodity trading advisor...
HERGES CAPITAL MANAGEMENT
Herges Capital Management is a 100% independent fiduciary with dual registrations as a state-registered investment advisor (RIA) and commodity trading advisor (CTA). The firm uses a direct indexing approach, purchasing individual bonds and stocks to avoid third-party mutual fund and ETF fees, and emphasizes tax and cost efficiency. Services include investment advising, portfolio management, dividend growth investing, and a trend-following futures strategy.
General information
Firm type
RIA
Year founded
2013
Location
City
San Diego
Principals
Dr. Udo Herges
Founder & CEO
Dr. Udo Herges
Founder & Chief Executive Officer
Frequently asked questions
What is HERGES CAPITAL MANAGEMENT?
HERGES CAPITAL MANAGEMENT is a ria headquartered in San Diego.
When was HERGES CAPITAL MANAGEMENT founded?
HERGES CAPITAL MANAGEMENT was founded in 2013.
Where is HERGES CAPITAL MANAGEMENT headquartered?
HERGES CAPITAL MANAGEMENT is headquartered in San Diego.
What does Altss track for HERGES CAPITAL MANAGEMENT?
Altss maintains an OSINT-verified profile of HERGES CAPITAL MANAGEMENT covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is HERGES CAPITAL MANAGEMENT's website?
HERGES CAPITAL MANAGEMENT's public website is hergescapital.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is HERGES CAPITAL MANAGEMENT?
HERGES CAPITAL MANAGEMENT is classified by Altss as a RIA.
How does Altss source intelligence on HERGES CAPITAL MANAGEMENT?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was HERGES CAPITAL MANAGEMENT's Altss profile last updated?
HERGES CAPITAL MANAGEMENT's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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