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Mark Alan Hillman

Hillman Capital Management Inc

Bethesda, MD

CRD 1620991

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Employer firm

Hillman Capital Management Inc CRD 110096

$196M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • MODEL PROVIDER TO ENVESTNET, SMARTX, ADHESION, FOLIODYNAMIX, LPL, ADVYZON, VESTMARK PLATFORMS

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

Current Employers
Hillman Capital Management Inc

7255 Woodmont Avenue Suite 260, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2008-03-14
MD RA APPROVED 1999-09-16
  • TX RA
    APPROVED_RES
    Since 2008-03-14
  • MD RA
    APPROVED
    Since 1999-09-16

Branch Locations

7255 Woodmont Avenue Suite 260, Bethesda, MD 20814 • 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
Hillman Capital Management, Inc. Bethesda MD 02/1998 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-08-08
S63 Uniform Securities Agent State Law Examination 1987-03-20
  • S65 Uniform Investment Adviser Law Examination
    1994-08-08
  • S63 Uniform Securities Agent State Law Examination
    1987-03-20

View on SEC IAPD

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