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Hds Capital Management, Inc (Bethesda)


Hds Capital Management, Inc is an adviser based in Bethesda. It manages $43.41 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of District of Columbia, Maryland, and Virginia.




Hds Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hds Capital Management: assets under management

The assets under management (AUM) of Hds Capital Management, Inc is $43.41 million. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.34 million in discretionary accounts and $9.08 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $746.48 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $756.25 thousand.
Hds Capital Management has custody of $18.17 million in cash and securities for 8 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hds Capital Management, Inc for their services and products based on a percentage of assets under management. 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.

Based in Bethesda

The principal office where Hds Capital Management, Inc performs its advisory services is located at 4808 Moorland Lane, Bethesda, MD 20814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-652-2535 or by fax 301-652-2565. The normal business hours are 9:00am to 5:00pm on Monday - Friday.


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