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Stuart James Crandall

Hcm Wealth

San Rafael, CA

CRD 4991085

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Employer firm

Hcm Wealth CRD 106158

$942M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Hcm Wealth

1101 Fifth Avenue Suite 160, San Rafael, CA 94901 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

1101 Fifth Avenue Suite 160, San Rafael, CA 94901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hutchinson Capital Management Larkspur CA 04/2016 01/2026
Hcm Wealth San Rafael CA 01/2026 Present
  • 04/2016 → 01/2026
    Hutchinson Capital Management
    Larkspur, CA
  • 01/2026 → Present
    Hcm Wealth
    San Rafael, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-18
  • S66 Uniform Combined State Law Examination
    2005-10-18
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
O'DONNELL FINANCIAL SERVICES, LLC
MADRONE INVESTMENT ADVISORY, LLC

Nearby Investors

MATTHEW AARON HODUS
KENNETH LAURANZANO
Michael J Heckmann

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA

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