Sign in Sign up for free

Hargis Capital Management (Bozeman)


Hargis Capital Management is an adviser based in Bozeman. It manages $12 million of regulatory assets for 133 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Montana and Texas.

Logo

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

Hargis Capital Management: assets under management

The assets under management (AUM) of Hargis Capital Management is $12 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $90.23 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hargis Capital Management 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.

Based in Bozeman

The principal office where Hargis Capital Management performs its advisory services is located at 1039 Stoneridge Dr, Suite 3, Bozeman, MT 59715, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 406-587-7707 or by fax 406-587-7731. The normal business hours are 7:30 a.m. to 3:00 p.m. on Monday - Friday. You can find more information about the New York firm at hargiscap.com.


Registered investment advisers similar to Hargis Capital Management