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Homewood Capital Management, Inc. (Danville)


Homewood Capital Management, Inc. is an adviser based in Danville. It manages $71.1 million of regulatory assets for 238 client accounts. It has been registered with the SEC as an adviser since 2011.

Homewood Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Homewood Capital Management: assets under management

The assets under management (AUM) of Homewood Capital Management, Inc. is $71.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $71.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $298.74 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Homewood Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Danville

The principal office where Homewood Capital Management, Inc. performs its advisory services is located at 1079 River Rock Lane, Danville, CA 94526 The mailing address of the firm is 3000 F Danville Boulevard, Alamo, CA 94507. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (925) 838-5445 or by fax (925) 837-7661. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.


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