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.
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.
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 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. 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.
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.