DH
Daniel E. Hutner
HUTNER CAPITAL MANAGEMENT
MANCHESTER, VT 05254
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CRD#: 4356920
DH
Professional summary
Daniel Ellsworth Hutner is a registered financial advisor currently at HUTNER CAPITAL MANAGEMENT INC. located in Manchester, Vermont.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Daniel has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
AVALON PARTNERS, L.P. INV-REL. BOX 379 MANCHESTER, VT 05254 INVESTMENT LP GENERAL PARTNER, 10/90-PRESENT SAME HRS AS TYPICAL CLIENT MANAGING INVESTMENTS; HUTNER SPECIAL SITUATIONS FUND L.P. INV-REL. BOX 379 MANCHESTER, VT 05254 INVESTMENT LP GENERAL PARTNER, 10/95-PRESENT SAME HRS AS TYPICAL CLIENT MANAGING INVESTMENTS; AVALON PARTNERS MANAGEMENT LLC INV-REL. BOX 379 MANCHESTER, VT 05254 GENERAL PARTNER TO INVESTMENT LP MANAGING MEMBER 5/01-PRESENT SAME HRS AS TYPICAL CLIENT MANAGING INVESTMENTS
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Ellsworth Hutner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 30, 1999 - Present
HUTNER CAPITAL MANAGEMENT INC.
Office #1: 3556 Main St, Box 379, Manchester, VT 05254RIA
CRD#: 107896
MANCHESTER, VT
Past
March 30, 1999 - December 31, 2003
HUTNER CAPITAL MANAGEMENT INC.
RIA
CRD#: 107896
MANCHESTER VILLAGE, VT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HC
HUTNER CAPITAL MANAGEMENT INC.
HUTNER CAPITAL MANAGEMENT INC.
CRD#: 107896 / SEC#: 801-79521
RIA
Registered Investment Advisory firm - (4/9/2014 Approved)New Jersey
Registered Investment Advisory firm - (12/11/2014 Terminated)New York
Registered Investment Advisory firm - (12/8/2014 Terminated)Vermont
Registered Investment Advisory firm - (12/8/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(9/24/2012)
IAR
Vermont(3/30/1999)
Exams
Current Firm
HC
HUTNER CAPITAL MANAGEMENT INC.
HUTNER CAPITAL MANAGEMENT INC.
CRD#: 107896 / SEC#: 801-79521
RIA
Registered Investment Advisory firm - (4/9/2014 Approved)New Jersey
Registered Investment Advisory firm - (12/11/2014 Terminated)New York
Registered Investment Advisory firm - (12/8/2014 Terminated)Vermont
Registered Investment Advisory firm - (12/8/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3546 Main Street, Manchester, VT 05254
Mailing Address
Po Box 379, Manchester, VT 05254-0379
Phone number
(802) 366-8157
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 120 |
| AUM (Assets Under Management) | $ 270,701,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/23/2024 | ||
| 09/26/2023 | ||
| 10/28/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HUTNER CAPITAL MANAGEMENT INC.
CRD#: 107896Manchester, VT 05254TRUST BUT VERIFY
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