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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

HM CAPITAL MANAGEMENT, LLC

CRD 136595

CLAYTON, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5a7fafe9-6de5-4fa8-25e0-9f2179388a9e

Data as of Mar 31, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 9
On other graphs: 1
Observed: Mar 27, 2012 to Mar 31, 2022
15 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

HM Capital Management, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $5.7BItem 5.F on the latest filing (2022-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.1B
Private client RAUM: $363MderivedItem 5.D individuals plus high net worth individuals
Private client share: 6%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 616
Individual clients: 37
High net worth clients: 73
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $101Mgross asset value as reported per fund; never fund size
Custody, client assets: $178M
SEC number: 801-64761
CRD: 136595
Filings on the tape: 15
First filed: Mar 27, 2012
Latest filed: Mar 31, 2022
Organised: Limited Liability Company, Missouri

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KOPSKY, MATTHEW E.	Trustee	E	yes	03/2009	Mar 27, 2012	Mar 31, 2022
MATTHEW E. KOPSKY TTEE MEK FAMILY TRUST DTD 3/14/2012	Owner	E	yes	03/2009	Mar 20, 2013	Mar 31, 2022
GLORIOD, KAREN, MARIE	EXECUTIVE VICE PRESIDENT	Na	no	01/2009	Mar 27, 2012	Mar 31, 2022
SNODGRASS, MARIBETH, RENEE	EXECUTIVE VICE PRESIDENT	Na	no	01/2009	Mar 27, 2012	Mar 31, 2022
WESTERMAN, BENJAMIN, MATTHEW	EXECUTIVE VICE PRESIDENT	Na	no	01/2017	Mar 24, 2017	Mar 31, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 31, 2022	$5.7B	$2.1B	9	9	0	1	$101M
2020	Mar 31, 2021	$3.7B	$568M	8	7	0	1	$93.0M
2019	Mar 31, 2020	$3.0B	$524M	8	7	0	1	$84.1M
2018	Mar 28, 2019	$2.1B	$392M	8	7	0	1	$67.5M
2017	Mar 29, 2018	$2.4B	$595M	8	7	0	1	$75.6M
2016	Mar 24, 2017	$1.5B	$379M	8	7	n/a	1	$66.8M
2015	Mar 8, 2016	$1.4B	$329M	7	6	n/a	1	$63.8M
2014	Mar 30, 2015	$1.6B	$351M	9	9	n/a	1	$66.2M
2013	Mar 17, 2014	$1.5B	$399M	7	7	n/a	1	$67.8M
2012	Mar 20, 2013	$709M	$374M	7	7	n/a	1	$63.1M
2011	Mar 27, 2012	$678M	$363M	n/a	n/a	n/a	1	$59.3M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$5.7B	$3.7B	54.8%	$2.1B	38.8%	9	8	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Onedigital	5	Jan 2, 2023	Nov 10, 2022	CLAYTON, MO	Firm absorbed	Other	100.0%

Relationships

Owns (3)

← GLORIOD, KAREN, MARIEOwnerEXECUTIVE VICE PRESIDENT, ownership code NA, individual
Mar 27, 2012 to presentfactForm ADV
← SNODGRASS, MARIBETH, RENEEOwnerEXECUTIVE VICE PRESIDENT, ownership code NA, individual
Mar 27, 2012 to presentfactForm ADV
← WESTERMAN, BENJAMIN, MATTHEWOwnerEXECUTIVE VICE PRESIDENT, ownership code NA, individual
Mar 24, 2017 to presentfactForm ADV

Controls (2)

← KOPSKY, MATTHEW E.OwnerTRUSTEE, ownership code E, domestic entity
Mar 27, 2012 to presentfactForm ADV
← MATTHEW E. KOPSKY TTEE MEK FAMILY TRUST DTD 3/14/2012OwnerOWNER, ownership code E, domestic entity
Mar 20, 2013 to presentfactForm ADV

Registered with (11)

← CAROLINE C. STEGMANAdvisorregistration: previous registration
Dec 19, 2017 to Jan 2, 2023factForm ADV
← MARIBETH RENEE SNODGRASSAdvisorregistration: previous registration
Jan 29, 2007 to Jan 2, 2023factForm ADV
← DOMINIC DEPAUL TRUPIANOAdvisorregistration: previous registration
Nov 17, 2021 to Jan 2, 2023factForm ADV
← Benjamin Matthew WestermanAdvisorregistration: previous registration
May 6, 2013 to Jan 2, 2023factForm ADV
← Jolene R PottsAdvisorregistration: previous registration
Oct 22, 2022 to Jan 2, 2023factForm ADV
← Rebecca McNultyAdvisorregistration: previous registration
Apr 15, 2020 to Nov 12, 2020factForm ADV
← EMILIE HANNA SCHAFFERAdvisorregistration: previous registration
Aug 26, 2010 to Aug 31, 2015factForm ADV
← JORDAN C JANESAdvisorregistration: previous registration
Mar 26, 2010 to Feb 7, 2014factForm ADV
← Daniel Joseph WestlundAdvisorregistration: previous registration
Jun 26, 2007 to Jun 7, 2012factForm ADV
← JOHN ANDREW VIRANTAdvisorregistration: previous registration
Feb 1, 2007 to Apr 15, 2010factForm ADV
← KELLY ANN RICHERTAdvisorregistration: previous registration
Jan 29, 2007 to Apr 8, 2008factForm ADV

Moved with (1)

→ ONEDIGITALRegistered adviser5 advisors, firm absorbed, same day
Jan 2, 2023 to Nov 10, 2022factForm ADV

Dated events

Occurred
Jan 2, 2023
Firm absorbed
HM Capital Management, LLC's advisors moved to Onedigital (Clayton, MO): 5 of 5 registered, on the same day
Form ADVobserved 6 days ago
5 advisors
Occurred
Jan 2, 2023
Advisor changed firm
Jolene R Potts left Hm Capital Management, Llc for Onedigital (registered 2022-11-10)
Form ADVobserved 6 days ago
Occurred
Jan 2, 2023
Advisor changed firm
Maribeth Renee Snodgrass left Hm Capital Management, Llc for Onedigital (registered 2022-01-26)
Form ADVobserved 6 days ago
Occurred
Jan 2, 2023
Advisor changed firm
Dominic Depaul Trupiano left Hm Capital Management, Llc for Onedigital (registered 2022-01-26)
Form ADVobserved 6 days ago
Occurred
Jan 2, 2023
Advisor changed firm
Benjamin Matthew Westerman left Hm Capital Management, Llc for Onedigital (registered 2022-01-26)
Form ADVobserved 6 days ago
Occurred
Jan 2, 2023
Advisor changed firm
Caroline C. Stegman left Hm Capital Management, Llc for Onedigital (registered 2022-01-25)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Hm Capital Management, Llc reported RAUM $5.7B, up 55% from $3.7B (2022-01-31 to 2022-03-31)
Form ADVobserved 6 days ago
$2.0B
Occurred
Mar 31, 2020
Regulatory AUM changed
Hm Capital Management, Llc reported RAUM $3.0B, up 39% from $2.1B (2019-04-25 to 2020-03-31)
Form ADVobserved 6 days ago
$821M
Occurred
Mar 29, 2018
Regulatory AUM changed
Hm Capital Management, Llc reported RAUM $2.4B, up 65% from $1.5B (2017-03-24 to 2018-03-29)
Form ADVobserved 6 days ago
$958M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a7fafe9-6de5-4fa8-25e0-9f2179388a9e
First observed: Mar 27, 2012
Last observed: Mar 31, 2022 54 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HM CAPITAL MANAGEMENT, LLC

CRD 136595

CLAYTON, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5a7fafe9-6de5-4fa8-25e0-9f2179388a9e

Data as of Mar 31, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:47 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KOPSKY, MATTHEW E.

Trustee

yes

03/2009

Mar 27, 2012

Mar 31, 2022

MATTHEW E. KOPSKY TTEE MEK FAMILY TRUST DTD 3/14/2012

Owner

yes

03/2009

Mar 20, 2013

Mar 31, 2022

GLORIOD, KAREN, MARIE

EXECUTIVE VICE PRESIDENT

01/2009

Mar 27, 2012

Mar 31, 2022

SNODGRASS, MARIBETH, RENEE

EXECUTIVE VICE PRESIDENT

01/2009

Mar 27, 2012

Mar 31, 2022

WESTERMAN, BENJAMIN, MATTHEW

EXECUTIVE VICE PRESIDENT

01/2017

Mar 24, 2017

Mar 31, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 31, 2022

$5.7B

$2.1B

$101M

2020

Mar 31, 2021

$3.7B

$568M

$93.0M

2019

Mar 31, 2020

$3.0B

$524M

$84.1M

2018

Mar 28, 2019

$2.1B

$392M

$67.5M

2017

Mar 29, 2018

$2.4B

$595M

$75.6M

2016

Mar 24, 2017

$1.5B

$379M

n/a

$66.8M

2015

Mar 8, 2016

$1.4B

$329M

n/a

$63.8M

2014

Mar 30, 2015

$1.6B

$351M

n/a

$66.2M

2013

Mar 17, 2014

$1.5B

$399M

n/a

$67.8M

2012

Mar 20, 2013

$709M

$374M

n/a

$63.1M

2011

Mar 27, 2012

$678M

$363M

n/a

$59.3M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$5.7B

$3.7B

54.8%

$2.1B

38.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Onedigital

Jan 2, 2023

Nov 10, 2022

CLAYTON, MO

Firm absorbed

Other

100.0%