RIA Intel›Advisers›California›HEARTH CAPITAL MANAGEMENT

HEARTH CAPITAL MANAGEMENT

Advisory

Data as of Dec 22, 2025 · Source: SEC Form ADV

Rank in CA

#4,958

of 5,480 advisers by AUM

Average account

$2M

across 2 accounts

Source: SEC Form ADV. Figures as filed Dec 22, 2025.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndSeptember

Operates InCA

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

2 clients

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

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Advisers of similar size in CA

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

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REVIRESCO WEALTH ADVISORY LLC

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TOURMALINE CAPITAL MANAGEMENT LLC

$4M

BAINS, TONYA R

$5M

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