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HCM WEALTH

SAN RAFAEL, CA · CRD 106158 · IAPD ↗ · 415-464-5650

$941.7MRegulatory AUM
5Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
5States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2026 — HUTCHINSON CAPITAL MANAGEMENT is now doing business as HCM WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
January 2026 — HUTCHINSON CAPITAL MANAGEMENT grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
March 2025 — HUTCHINSON CAPITAL MANAGEMENT notice-filed in NV, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
November 2024 — HUTCHINSON CAPITAL MANAGEMENT's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.