Fee-only adviser · Mill Valley, CA
Hearth Capital Management
Hearth Capital Management is a fee-only investment adviser registered with the securities regulator of California, with a mailing address in Mill Valley, California (its office is a private residence, so the street address is not published). On its latest Form ADV, filed December 22, 2025, it reports $4.5M in regulatory assets under management and 2 individual clients. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 111947 |
| Office | Mill Valley, CA (mailing address; office not published) |
| Phone | (415) 381-3642 |
| Website | Not listed |
| Regulatory assets under management | $4.5M |
| Individual clients | 2 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Portfolio management |
| Employees | Not reported |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | December 22, 2025 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Mill Valley
- Boldin Advisors Not reported
- Private Wealth Partners, LLC $1.9B
- Assembly Wealth $337M
- Miller Avenue Advisors LLC $281M
- Sivia Capital Partners, LLC $1.2B
- Austin Creek Capital, LLC $7.5M
See all 14 fee-only advisers in Mill Valley →
Nearby
- Greenbrae 5 firms
- Kentfield 2 firms
- Ross 2 firms
- Larkspur 6 firms
- Corte Madera 3 firms
- San Anselmo 2 firms
- San Rafael 26 firms
- Sausalito 7 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Hearth Capital Management? Update this listing.