HUTCHINSON CAPITAL MANAGEMENT of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 106158). Regulatory assets under management: $941.7M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| 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 | — |
| 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 | — |