# HUTCHINSON CAPITAL MANAGEMENT

HUTCHINSON CAPITAL MANAGEMENT of SAN RAFAEL, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 106158
- Type: SEC-registered investment adviser
- SEC file number: 801-48519
- Location: 1101 FIFTH AVENUE, SUITE 160, SAN RAFAEL, CA, 94901
- Phone: 415-464-5650
- Latest filing: 2026-03-30
- Regulatory AUM: $941.7M
- Discretionary AUM: $937.1M
- Non-discretionary AUM: $4.5M
- Clients: 7
- Accounts: 779

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Steven Kelley Wilkes | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, WEALTH ADVISOR | — |
| Gage Thomas Houser | PRESIDENT, CHIEF FINANCIAL OFFICER, PORTFOLIO MANAGER; PRESIDENT, CHIEF FINANCIAL OFFICER, WEALTH ADVISOR | — |
| Stuart James Crandall | DIRECTOR OF FINANCIAL PLANNING, WEALTH ADVISOR | — |
| HUTCHINSON WILLIAM DAVID | CEO/CHAIRMAN OF THE BOARD; CHAIRMAN EMERITUS; CHIEF INVESTMENT OFFICER, CHAIRMAN EMERITUS (+3 more) | — |
| GOLDSTEIN RONALD PAUL | CHIEF FINANCIAL OFFICER; STOCKHOLDER | — |
| WILKES STEVEN K | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER; PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER (+2 more) | — |
| MARCHI JAMES JOHN | CHIEF COMPLIANCE OFFICER | — |
| HASKINS ANGELA RABELLO | CHIEF OF OPERATIONS; CHIEF OPERATIONS OFFICER | — |
| TASHIRO ARTHUR | CHIEF COMPLIANCE OFFICER | — |
| HOUSER GAGE THOMAS | PRESIDENT, CHIEF FINANCIAL OFFICER, PORTFOLIO MANAGER; VICE PRESIDENT, CHIEF FINANCIAL OFFICER, PORTFOLIO MANAGER; VICE PRESIDENT, PORTFOLIO MANAGER | — |
| COPE KEVIN PATRICK | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER | — |
| Srivastava Abhay | SENIOR RESEARCH ANALYST | — |
| WILKES STEVEN KELLEY | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-06-27 | civil | PLAINTIFF ALLEGED THAT HUTCHINSON CAPITAL MANAGEMENT FAILED TO SUPERVISE THE ACTIONS OF A COURT-APPOINTED TRUSTEE APPOINTED BY (AND OTHERWISE SUBJECT TO THE OVERSIGHT OF) THE STATE OF UTAH DISTRICT COURT WHICH GRANTED THE TRUSTEE LEGAL AUTHORITY OVER THE ENTIRETY OF CLIENT'S INVESTMENT ASSETS. THE C… | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106158/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106158/similar
- Related entities: https://search.stillhousedata.com/firm/106158/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106158

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.