Lindsey
Vaughan

Hillman Capital Management Inc

CRD#2466406
Investment Advisor
in Bethesda, MD

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About this Advisor

Lindsey Vaughan is a financial advisor based in Bethesda, Maryland, working with Hillman Capital Management Inc. Lindsey has previously held positions at Angel Oak Capital, Unified Financial Securities, Quasar Distributors, LLC, Asset Growth Partners, Capital Investment Group, Inc, Hillman Capital Management Inc, and Alps Distributors, Inc. Lindsey has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Maryland. Currently, Lindsey is part of Hillman Capital Management Inc, which operates out of Bethesda, Maryland. The firm has 7 employees and manages assets totaling $329.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Hillman Capital Management Inc includes asset-based fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

7255 Woodmont Avenue Suite 260
Bethesda, MD 20814

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Hillman Capital Management Inc Brokerage Details

Total Assets Under Management

$329,384,822

MD Average: $6,889,882,315
Total Number of Employees

7

MD Average: 45
Total Number of Accounts

178

MD Average: 765
Average Account Size

$1,850,477

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Lindsey Vaughan Work History

2021 - Present (3 years)

Alps Distributors, Inc

2019 - Present (5 years)

Hillman Capital Management Inc

2017 - 2019 (2 years)

Asset Growth Partners

2017 - 2018 (1 year)

Capital Investment Group, Inc

2015 - 2015 (< 1 year)

Quasar Distributors, LLC

2013 - 2015 (2 years)

Angel Oak Capital

2013 - 2014 (1 year)

Unified Financial Securities

Disclosures

Please visit the SEC profile of Lindsey Vaughan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hillman Capital Management Inc

Lindsey Vaughan
Bethesda, MD
Anthony Cortina
Bethesda, MD
Mark Hillman
Bethesda, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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