Hieser Webb Capital Management, Inc. is a large advisory firm based in Indianapolis. It manages $54 million of regulatory assets for 400 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Illinois, Indiana, and Texas.
Hieser Webb Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hieser Webb Capital Management, Inc. is $54 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hieser Webb Capital Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Stauffer Webb has been acting as President since 1 Oct 1994. Kara Beth Hieser joined the executive team most recently as the Chief Compliance Officer.
The principal office where Hieser Webb Capital Management, Inc. performs its advisory services is located at 2408 Central Avenue, Indianapolis, IN 46205, which is also the mailing address of the firm. An additional office of the firm is in Geneva, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 317-951-8799 or by fax 317-951-7187. The normal business hours are 9 a.m. - 4 p.m. on Monday - Friday. You can find more information about the New York firm at www.hieserwebb.com.