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Hepburn Capital Management, LLC (Prescott)


Hepburn Capital Management, LLC is an adviser based in Prescott. It manages $23.39 million of regulatory assets for 89 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Arizona.

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Hepburn 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.

Hepburn Capital Management: assets under management

The assets under management (AUM) of Hepburn Capital Management, LLC is $23.39 million. The firm's AUM has grown by 138% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22.69 million in discretionary accounts and $700 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $290.93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $63.64 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hepburn Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Prescott

The principal office where Hepburn Capital Management, LLC performs its advisory services is located at 2069 Willow Creek Road, Prescott, AZ 86301, 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 928-778-4000 or by fax 866-819-7711. The normal business hours are 8am - 5 pm (3pm on fridays) on Monday - Friday. You can find more information about the New York firm at www.will.hepburn.com.


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