Unclaimed Profile

Gage Thomas Houser

HUTCHINSON CAPITAL MANAGEMENT·SAN RAFAEL, California

Series 3, Series 7, Series 6622 years registeredHUTCHINSON CAPITAL MANAGEMENT

1101 FIFTH AVENUE, SAN RAFAEL, CA 94901CRD# 2908419Firm CRD# 106158

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gage Thomas Houser · SAN RAFAEL, CA

Registration

CRD #2908419 · HUTCHINSON CAPITAL MANAGEMENT · 22 years registered

Brand Profile

Not yet started

Career History

HCM WEALTH

Jun 2012 – present

HUTCHINSON CAPITAL MANAGEMENT

Nov 2009 – Dec 2011

LARKSPUR, CA

CREDIT SUISSE FIRST BOSTON

Sep 2003 – Apr 2004

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 66

Registration record

First registered · September 9, 2003

Years registered · 22

Disclosure History

2024Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

HUTCHINSON CAPITAL MANAGEMENT

CRD 106158 · SEC 801-48519

AUM

$833M

Regulatory assets under management

Employees

723 client accounts

Services offered by HUTCHINSON CAPITAL MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HUTCHINSON CAPITAL MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Gage Thomas Houser offer?

Gage Thomas Houser specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAFAEL, California for a consultation.

What are Gage Thomas Houser's credentials?

Gage Thomas Houser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gage Thomas Houser located?

Gage Thomas Houser is based in SAN RAFAEL, California, working with HUTCHINSON CAPITAL MANAGEMENT. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.

How does Gage Thomas Houser charge for services?

Gage Thomas Houser's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HUTCHINSON CAPITAL MANAGEMENT?

HUTCHINSON CAPITAL MANAGEMENT has approximately 7 employees and manages $833M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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