HUTNER CAPITAL MANAGEMENT INC.
SEC RegisteredInvesting in Quality
About the firm
With roots as a multi-family office, Hutner Capital Management specializes in preserving and growing family wealth. Working with individuals, their families, and related institutions, the firm applies a long-term focus on growing economic value to invest in great businesses with enduring competitive advantages and a proven track record of growing earnings over time.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Individually managed accounts tailored to client objectives, including strategies focused on long-term investments in high-quality companies to maximize returns and safety while minimizing capital gains taxes and costs; an income strategy focusing on high-quality companies yielding high current and growing income, typically including preferred stock and bonds; and management of investment funds including the Hutner High Income Fund, L.P., the Hutner Special Situations Fund, L.P., and Avalon Partners, L.P.
Who they serve
Individuals, their families, and related institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 33 | $8.2M |
| High Net Worth Individuals | 76 | $168M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 5 | $81M |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 1.00% |
| Next $5,000,000 | 0.75% |
| Above $10,000,000 | 0.50% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HUTNER CAPITAL MANAGEMENT INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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