Hyman Charles D & Company

What Hyman Charles D & Company does

Charles D. Hyman & Company is a privately held, SEC-registered investment adviser (via its affiliation with Hightower Advisors, LLC) that provides discretionary investment management and wealth advisory services. Founded in 1994 and headquartered in Ponte Vedra Beach, Florida, the firm manages over $2.7 billion in assets as of May 2026 for high-net-worth individuals, families, trusts, charitable foundations, and pension and profit-sharing plans. Its investment approach centers on direct securities — individual common stocks, preferred stocks, and fixed income — rather than fund-of-fund or model-portfolio wrappers, executed through a small in-house team of six professionals plus support staff.

The business model is a fee-based, AUM-subscription arrangement typical of RIAs, with rates individually negotiated within the standard wealth management range of approximately 0.25% to 1.5% annually. Distribution is purely direct and relationship-driven: the firm operates no resellers, marketplace channels, or mass marketing, relying instead on referrals, its Hightower affiliation for compliance and broker-dealer infrastructure, and a single Florida office. The team is led by founder Charles D. Hyman and includes a COO, two additional investment professionals, a client relations professional, and a recently added in-house tax and accounting professional (CPA), indicating incremental build-out of an integrated tax-aware wealth service. There are no disclosed technology products, no mobile applications, no APIs, and no AI/ML capabilities; the firm's core "technology" is the team's investment judgment and personalized client service.

Name

Hyman Charles D & Company

Legal name

Charles D. Hyman & Company

Website

https://charlesdhyman.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Short description

Boutique SEC-registered wealth management firm founded in 1994 in Ponte Vedra Beach, Florida, managing over $2.7 billion for high-net-worth individuals, families, trusts, foundations, and pension plans through direct stock and fixed income portfolios under a relationship-driven model.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

akta.pro secondary industries

Discretionary Portfolio Management (DPM) (FSAAABAC), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Wealth management services
• Investment advisory
• Portfolio management
• Asset management
• Financial planning

Headquarters

HQ city

Ponte Vedra Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees (AUM-based): The firm manages $2.7 billion in assets under management. As an SEC registered investment adviser affiliated with Hightower Advisors, the firm likely generates revenue through fee-based advisory services charged as a percentage of assets under management (AUM), which is the standard model for registered investment advisors serving high net worth clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Charles D. Hyman & Company is a registered investment adviser that provides discretionary investment management services to high net worth individuals, families, trusts, charitable foundations, and pension and profit sharing plans. The firm manages over $2.7 billion in assets by constructing portfolios using individual common stocks, preferred stocks, and fixed income securities, applying a relationship-driven approach oriented to long-term investment objectives. The firm operates under the regulatory umbrella of Hightower Advisors, LLC, which supplies compliance, operational, and broker-dealer infrastructure.

Product overview

Charles D. Hyman & Company offers a single integrated wealth management and investment advisory service. The firm manages over $2.7 billion in assets primarily for high-net-worth individuals, families, trusts, charitable foundations, and institutional clients (pension and profit sharing plans). The core offering centers on portfolio management utilizing individual common stocks and fixed income securities, supported by a relationship-driven approach to long-term investment objectives.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Services Comprehensive discretionary investment management services for high net worth individuals, families, trusts, charitable foundations, and pension and profit sharing plans. Portfolios are constructed using individual common stocks, preferred stocks, and fixed income securities under a relationship-driven approach aimed at long-term investment objectives. As of May 2026, the firm manages over $2.7 billion in assets under this integrated offering.

Quantifiable outcome

• $2.7 billion in assets under management as of May 2026

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Hightower Advisors, LLCcoreOthersCharles D. Hyman & Company is affiliated with Hightower Advisors, LLC, an SEC registered investment adviser. Hightower provides operational support, compliance infrastructure, and the broker-dealer relationship. The firm operates under Hightower's regulatory umbrella while maintaining its independent brand and client relationships. The affiliation provides access to Hightower's resources while preserving the boutique firm's personalized approach.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Bessemer Trust: Bessemer Trust is a private wealth and investment management firm serving ultra-high-net-worth families, foundations, and endowments with bespoke portfolio management. Its client mix and custom direct-security approach are directly comparable to Charles D. Hyman & Company.
• Whittier Trust: Whittier Trust is a boutique private wealth management firm serving HNW families, foundations, and individuals with personalized portfolio management and trust services. Its boutique scale, custom portfolios, and HNW/trust client focus are directly comparable.
• Glenmede: Glenmede is an independent, employee-owned investment and wealth management firm serving HNW individuals, families, foundations, and institutional clients. Its discretionary portfolio management model and multi-decade HNW focus closely mirror the subject firm's offerings.
• Aspiriant: Aspiriant is an independent, fee-only wealth management firm serving HNW individuals and families with customized investment, tax, and financial planning. Its fee-only RIA model, HNW focus, and integrated tax/investment offering parallel Charles D. Hyman & Company.
• Hightower Advisors: Hightower Advisors is the SEC-registered RIA platform that Charles D. Hyman & Company is affiliated with. It serves the same HNW and institutional clients through affiliated advisory practices with shared compliance, custody, and back-office infrastructure, making it the closest strategic and operational peer.
• Brown Brothers Harriman (BBH Private Banking): BBH Private Banking provides wealth management and investment advisory services to HNW individuals, families, and institutions through a relationship-driven, customized approach. The client segments, service model, and use of individual securities are highly comparable.
• CIBC Private Wealth Management: CIBC Private Wealth serves HNW individuals, families, foundations, and endowments with customized investment management, trust, and estate services. The mix of private client advisory, foundation/pension mandates, and bespoke portfolio management is closely aligned with the subject firm.

Broad incumbents

• Edelman Financial Engines: Edelman Financial Engines is a large national RIA serving HNW and mass-affluent clients with portfolio management, financial planning, and tax services. It is a broader incumbent offering overlapping wealth advisory services to a comparable client base, though at much greater scale.
• Creative Planning: Creative Planning is a large independent RIA providing wealth management, investment advisory, and financial planning to HNW individuals, families, and institutions. It competes for the same client segments and offers similar portfolio and tax services, but at substantially greater scale.
• First Republic Private Wealth Management (now J.P. Morgan Private Bank): First Republic's private wealth business (now part of J.P. Morgan) served HNW individuals, families, foundations, and institutions with personalized advisory and custom portfolios. It represents a larger incumbent in the same relationship-driven HNW wealth management category.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hyman Charles D & Company