RIA Intel›Advisers›Idaho›HANKS CAPITAL MANAGEMENT, LLC

HANKS CAPITAL MANAGEMENT, LLC

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$211K

across 38 accounts

AUM per adviser

$4M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID, TX, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

24 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ID

Closest by assets under management. All figures from Form ADV.

GATEWAY FINANCIAL & ESTATE PLANNING, INC.

$9M

VITALITY WEALTH LLC

IDAHO FALLS, ID

$9M

HUGHES STRATEGIC GROUP LLC

$6M

FORD INVESTMENT COUNSEL LLC

$10M

GARCIA FINANCIAL PLANNING LLC

MERIDIAN, ID

$6M

MORRIS, ROBERT EUGENE

$10M

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