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HILDRED CAPITAL MANAGEMENT, LLC

NEW YORK, NY · CRD 301293 · IAPD ↗ · 646-362-5965

$3.92BRegulatory AUM
21Advisory reps
31Employees
0Clients
n/aPlanning clients
17Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
April 2026 — HILDRED CAPITAL MANAGEMENT, LLC reported RAUM up 48% ($2.64B -> $3.92B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2026 — HILDRED CAPITAL MANAGEMENT, LLC grew from 14 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
59
April 2025 — HILDRED CAPITAL MANAGEMENT, LLC grew from 10 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2025 — HILDRED CAPITAL MANAGEMENT, LLC reported RAUM up 80% ($1.47B -> $2.64B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2024 — HILDRED CAPITAL MANAGEMENT, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — HILDRED CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($731.8M -> $1.47B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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