This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$942MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$937M

Private client RAUM

$834MderivedItem 5.D individuals plus high net worth individuals

Private client share

89%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$235Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

779

Individual clients

113

High net worth clients

156

Custody, client assets

$341M

SEC number

801-48519

CRD

106158

Filings on the tape

56

First filed

Mar 30, 2012

Latest filed

Mar 30, 2026

Organised

Corporation, CA

• Occurred

  May 4, 2023
  Advisor changed firm

  Abhay Srivastava left Hcm Wealth for As Investment Partners Llc (registered 2024-02-01)

  Form ADVobserved 4 days ago
• Occurred

  Nov 4, 2016
  Succession filed (Item 4)

  Hutchinson Capital Management reported succeeding to the business of Another Adviser (Form ADV Item 4)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9ac6a4e3-4a19-0357-0da3-b93cae350761

First observed

Mar 30, 2012

Last observed

Mar 30, 2026 5 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.