Huckleberry Capital Management, LLC

Huckleberry Capital Management, LLC (CRD# 173149) is a financial advisory firm headquartered in , . They manage $18,000,000 in 140 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $128,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MN, NC, NJ, OR, TX, VA

Financial Advisors at Huckleberry Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Alexander K. Pape
CRD#: 6303762
1812 Drury Lane, Alexandria, VA 22307
95
Wealthminder
score

Alexander Pape (CRD# 6303762) is an Investment Advisor Representative working at Huckleberry Capital Management, LLC in Alexandria, VA and has 1 year of experience in the finance industry.

2
Thomas C. Jacobs
CRD#: 5840128
Marfa, TX
90
Wealthminder
score

Thomas Jacobs (CRD# 5840128) is an Investment Advisor Representative working at Huckleberry Capital Management, LLC in Marfa, TX and has over 4 years of experience in the finance industry.

3
Isaac C. Pino
CRD#: 6691483
1601 Willamette St, Suite C, Eugene, OR 97401
88
Wealthminder
score

Isaac Pino (CRD# 6691483) is an Investment Advisor Representative working at Huckleberry Capital Management, LLC in Eugene, OR and has 1 year of experience in the finance industry.

4
Sean Y. Sun
CRD#: 6747992
Cupertino, CA
87
Wealthminder
score

Sean Sun (CRD# 6747992) is an Investment Advisor Representative working at Huckleberry Capital Management, LLC in Cupertino, CA and has 1 year of experience in the finance industry.

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