Hester Capital Management LLC is a large advisory firm based in Austin. It manages $1.55 billion of regulatory assets for 538 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Mexico and Texas.
Hester Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Hester Capital Management LLC is $1.55 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 119% 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 Hester Capital Management LLC 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.
James Richard Huffines has been acting as President since 1 Oct 1997. Joy R. Roberts joined the executive team most recently as the Chief Compliance Officer.
The principal office where Hester Capital Management LLC performs its advisory services is located at 1301 S. Mopac Expressway, Austin, TX 78746, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-474-6657 or by fax 512-474-5740. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.hestercapital.com.