HM CAPITAL MANAGEMENT, LLC

CLAYTON, Missouri·3 registered advisors·CRD# 136595

SEC# 801-647610314-746-1700

01

Firm Overview

AUM

$5.7B

Regulatory assets under management

Employees

9

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

03

Specialties

Financial Planning Investment Management Retirement Planning

04

Advisors at HM CAPITAL MANAGEMENT, LLC

3 registered advisors

Benjamin Matthew Westerman

CLAYTON, Missouri

Karen Marie Gloriod

CLAYTON, Missouri

Maribeth Renee Snodgrass

CLAYTON, Missouri

05

Office Locations

CLAYTON, Missouri

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Data sourced from SEC Form ADV filings. HM CAPITAL MANAGEMENT, LLC (CRD# 136595) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.