# Tradition Investment Management

Tradition Investment Management is a Family Office based in Santa Rosa Beach, United States.

## Overview

- **Organization type:** Family Office
- **Headquarters:** Santa Rosa Beach, United States
- **Region:** North America
- **Address:** Santa Rosa Beach, United States
- **Founded:** 2000
- **Assets under management:** 16 (Altss estimate)
- **Website:** traditionment.com
- **LinkedIn:** https://www.linkedin.com/company/tradition-investment-management

## Regulatory record

- **CRD number:** 325015
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-14T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325015

## About

Benjamin C. Halliburton established the predecessor firm Tradition Capital Management in October 2000. He previously served as partner, portfolio manager, and research director at Brundage, Story and Rose. After operating as an independent RIA for 19 years, the firm merged with Cary Street Partners in 2019. Halliburton departed in 2021 to reconstitute Tradition Investment Management as a private family office before reopening to outside clients as a registered investment adviser in 2023. The office runs a dividend-value equity strategy alongside diversified holdings in real estate and alternative assets. It targets full-market-cycle performance through security selection rather than market timing. Positions emphasize companies with durable cash flows and conservative balance sheets. Geographic exposure centers on North American issuers. The firm also maintains capacity for direct co-investments and SPVs when opportunities align with family objectives. Three professionals manage day-to-day operations from the Santa Rosa Beach headquarters. Benjamin C. Halliburton serves as CIO while Hunter Halliburton acts as COO and CCO. Julie Brown supports equity analysis. In 2023 the firm resumed public registration, allowing limited external mandates while retaining primary focus on family capital. No philanthropic vehicles or club memberships appear in public records. The structure separates the family office from the earlier RIA entity through the 2021 reestablishment. This allows direct alignment of interests via co-investment in the same strategies without external fund commitments or third-party LP obligations.

## Sectors

- Public Equities
- Real Estate

## People

- Benjamin C. Halliburton — Founder and Chief Investment Officer
- Hunter Halliburton — Chief Operating Officer and Chief Compliance Officer
- Julie Brown — Equity Investment Analyst

## Questions

### Who runs investment decisions at Tradition Investment Management?

Benjamin C. Halliburton serves as Founder and Chief Investment Officer. He developed the dividend-value models still in use and holds final authority on equity selection.

### Does Tradition Investment Management participate in fund commitments or only direct deals?

The firm allocates across public equities, real estate, and alternatives. It maintains capacity for direct co-investments and SPVs but does not disclose external fund commitments.

### What investment stages does Tradition Investment Management typically target?

The office focuses on established public companies through its dividend-value strategy. No venture or early-stage activity is referenced in firm materials.

### What is Tradition Investment Management's known posture on co-investments alongside external GPs?

The firm states that team members co-invest alongside clients in the same strategies. No external GP co-investment activity is documented.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/tradition-investment-management

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