Hardesty Capital Management Corp. (Hunt Valley)

Hardesty Capital Management Corp. is a large advisory firm based in Hunt Valley. It manages $844.86 million of regulatory assets for 715 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Maryland, and Virginia.

Hardesty Capital Management Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, publication of newsletters, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hardesty Capital Management Corp: assets under management

The assets under management (AUM) of Hardesty Capital Management Corp. is $844.86 million. The firm's AUM has grown by 71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $757.41 million in discretionary accounts and $87.45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.07 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $12.49 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hardesty Capital Management Corp. for their services and products based on a percentage of assets under management, hourly charges, 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.

Careers at Hardesty Capital Management Corp.

Charles Avery Meyer has been acting as President since 1 Nov 2013. Steven Latus Shea joined the executive team most recently as the Vice Chairman Of Board.

Direct owners and executive officers

Based in Hunt Valley

The principal office where Hardesty Capital Management Corp. performs its advisory services is located at 303 International Circle, Hunt Valley, MD 21030, 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 410-400-8500 or by fax 410-400-8543. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at hardestycapital.com.

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