HLM Capital

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

1849 Green Bay Rd Ste 200, Highland Park...

Phone Number

(847) 563-3400

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
Jan
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May
ZI Rank
1
1
2
1
1
2

About HLM Capital

HLM Capital Management Group, part of Wells Fargo Advisors Financial Network, specializes in helping affluent individuals and families preserve and grow their wealth. The team offers extensive financial knowledge and a tactical investment approach driven by global economic analysis, aiming to create personalized investment portfolios tailored to clients' investment, tax, and legacy objectives. They are recognized as one of the 2026 Forbes Best-in-State Wealth Management Teams, highlighting their commitment to high-quality client support. Their services are available to residents in select states across the U.S.Explore more
HLM Capital's Social MediaPopular SearchesHLM CapitalHLM Capital LLCHLM Capital Management GroupCapital Wealth ManagementHefter, Leshem, Margolis Capital Management Group ...SIC Code 62,628NAICS Code 52,523Show more

HLM Capital Org Chart

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Chief Executive Officer

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Vice President, Client Services

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Vice President, Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

HLM Capital

<$5M
11-50
Private
-
1996
<$5M
1-10
Private
-
2016
GR
Guy RodgersFinancial Advisor
<$5M
1-10
Private
-
2005
RB
Richard BardueManaging Director Senior Financial Advisor
<$5M
1-10
Private
-
2020
RD
Richard DixonManaging Director
<$5M
1-10
Private
-
-
FB
Francis BuckleyPartner Private Wealth Advisor
<$5M
1-10
Private
-
2017
LG
Laura GreeneManager, Operations
<$5M
1-10
Private
-
-
JR
Jenny RomeroDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

HLM Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

HLM Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about HLM Capital.

HLM Capital Tech Stack

A closer look at the technologies used by HLM Capital

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Frequently Asked Questions Regarding HLM Capital

What is HLM Capital's official website?
HLM Capital's official website is www.hlmcapital.com
What is HLM Capital's Revenue?
HLM Capital's revenue is <$5 Million
What is HLM Capital's SIC code?
HLM Capital's SIC: 62,628
What is HLM Capital's NAICS code?
HLM Capital's NAICS: 52,523
How many employees does HLM Capital have?
HLM Capital has 11-50 employees
What industry does HLM Capital belong to?
HLM Capital is in the industry of: Finance, Securities Trading
What is HLM Capital competition?
HLM Capital top competitors include: 3D Private Wealth Advisors, Northsound Wealth Management, Nicholson Wealth Management Group, Crisci Private Wealth Management
What technology does HLM Capital use?
Some of the popular technologies that HLM Capital uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, GoDaddy DNS
How do I contact HLM Capital?
HLM Capital contact info: Phone number: (847) 563-3400 Website: www.hlmcapital.com
What does HLM Capital do?

HLM Capital Management Group, part of Wells Fargo Advisors Financial Network, specializes in helping affluent individuals and families preserve and grow their wealth. The team offers extensive financial knowledge and a tactical investment approach driven by global economic analysis, aiming to create personalized investment portfolios tailored to cl... ients' investment, tax, and legacy objectives. They are recognized as one of the 2026 Forbes Best-in-State Wealth Management Teams, highlighting their commitment to high-quality client support. Their services are available to residents in select states across the U.S.Read More

What are HLM Capital social media links?
HLM Capital Linkedin page HLM Capital Facebook page
Is HLM Capital a public company?
HLM Capital is private company therefore does not currently have an official ticker symbol
See more information about HLM Capital

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