Hieser Webb Capital Management, Inc. (Indianapolis)

Name: Hieser Webb Capital Management, Inc.
Address: 2408 Central Avenue, Indianapolis, IN, 46205
Telephone: 317-951-8799

Hieser Webb Capital Management, Inc. is a large advisory firm based in Indianapolis. It manages $54 million of regulatory assets for 400 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Illinois, Indiana, and Texas.

Hieser Webb Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hieser Webb Capital Management: assets under management

The assets under management (AUM) of Hieser Webb Capital Management, Inc. is $54 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $135 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hieser Webb Capital Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hieser Webb Capital Management, Inc.

David Stauffer Webb has been acting as President since 1 Oct 1994. Kara Beth Hieser joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Stauffer Webb	President	1 Oct 1994	50% - 75%	1643545
Kara Beth Hieser	Chief compliance officer	1 Oct 2002	75% - 100%	4970376
Kara Beth Hieser	Chief compliance officer	1 Jan 2008	50% - 75%	4970376

Based in Indianapolis

The principal office where Hieser Webb Capital Management, Inc. performs its advisory services is located at 2408 Central Avenue, Indianapolis, IN 46205, which is also the mailing address of the firm. An additional office of the firm is in Geneva, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-951-8799 or by fax 317-951-7187. The normal business hours are 9 a.m. - 4 p.m. on Monday - Friday. You can find more information about the New York firm at www.hieserwebb.com.