# Hahn Capital Management, LLC

> Hahn Capital Management, LLC is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 1988, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 108911
- Filed as: HAHN CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108911
- AdvisorCensus page: https://advisorcensus.com/firm/hahn-capital-management-llc-walnut-creek-ca-108911

## Quick answers

**How is Hahn Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hahn Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Hahn Capital Management, LLC located?**
Hahn Capital Management, LLC's principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Hahn Capital Management, LLC registered with the SEC or a state?**
Hahn Capital Management, LLC is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 108911.

**How much does Hahn Capital Management, LLC manage?**
Hahn Capital Management, LLC reports $390,000,000 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (34% discretionary).

**How have Hahn Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Hahn Capital Management, LLC: Regulatory assets under management: $1,002,000,000 in the October 2021 data and $390,000,000 in the October 2026 data, down 61%. Total employees: 7 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hahn Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (50); other (14); charitable organizations (4).

**Which custodians does Hahn Capital Management, LLC use?**
Hahn Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hahn Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108911

**Does Hahn Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "In most cases, HCM requires a minimum equity account size of $500,000. However, in some instances, HCM may agree to manage an account with a value of less than $500,000."

**What changed in Hahn Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $521,000,000 to $390,000,000 (-25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: $500,000

> In most cases, HCM requires a minimum equity account size of $500,000. However, in some instances, HCM may agree to manage an account with a value of less than $500,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $390,000,000
- Discretionary: $131,000,000
- Non-discretionary: $259,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 50 | $118,000,000 |
| Charitable organizations | 4 | $6,000,000 |
| Corporations or other businesses not listed above | 1 | $7,000,000 |
| Other | 14 | $259,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1988 (38 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, IL, MI, MN, MO, NE, NH, NY, OH, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hahncap.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,002,000,000 | 7 | March 11, 2021 |
| October 2022 | $1,281,000,000 | 7 | August 30, 2022 |
| October 2023 | $968,000,000 | 6 | March 1, 2023 |
| October 2024 | $800,000,000 | 6 | March 13, 2024 |
| October 2025 | $521,000,000 | 5 | February 25, 2025 |
| October 2026 | $390,000,000 | 5 | March 10, 2026 |

Regulatory assets under management: $1,002,000,000 in the October 2021 data and $390,000,000 in the October 2026 data, down 61%.
Total employees: 7 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $521,000,000 to $390,000,000 (-25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hahn Capital Management, LLC (CRD 108911): Form ADV filing data as of October 2026.