Hughes Family Capital, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 338201
· Grand Rapids, MI
· www.hughesfamilycapital.com
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ADV data as of Aug 13, 2026
- Regulatory AUM
- $7.7M
- Discretionary
- $7.7M
- Clients
- 8
- Avg AUM / client
- $960K
- Accounts
- 13
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $1.2M | 15.4% |
| High net worth individuals | 3 | $6.2M | 80.7% |
| Corporations and other businesses | 1 | $304K | 3.96% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Curtis Hakim | Registered representative | Jan 2026 (1y) | ||
| Daniel Harrison Shuart | Registered representative | Jan 2026 (1y) | ||
| Matthew Patrick Franz | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/15/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 13, 2026.
View current Form ADV (SEC/IAPD) ↗