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Benjamin Matthew Westerman

HM CAPITAL MANAGEMENT, LLC·CLAYTON, Missouri
Unclaimed Profile
8235 FORSYTH BLVD, CLAYTON, MO 63105CRD# 6137762Firm CRD# 136595
01

About

Benjamin Matthew Westerman is a registered financial advisor based in CLAYTON, Missouri, affiliated with HM CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
HM CAPITAL MANAGEMENT, LLC
HM CAPITAL MANAGEMENT, LLC
AUM
$5.7B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at HM CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6137762
Firm CRD# 136595
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Benjamin Matthew Westerman offer?
Benjamin Matthew Westerman specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CLAYTON, Missouri for a consultation.
What are Benjamin Matthew Westerman's credentials?
Benjamin Matthew Westerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Matthew Westerman located?
Benjamin Matthew Westerman is based in CLAYTON, Missouri, working with HM CAPITAL MANAGEMENT, LLC. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.
How does Benjamin Matthew Westerman charge for services?
Benjamin Matthew Westerman's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HM CAPITAL MANAGEMENT, LLC?
HM CAPITAL MANAGEMENT, LLC has approximately 9 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
ST. LOUIS GuideKANSAS CITY GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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