CHARLES D. HYMAN & COMPANY
Adviser information for CHARLES D. HYMAN & COMPANY last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 958 | $2.2B |
| Non-Discretionary | 96 | $22.3M |
| Total | 1,054 | $2.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 620 | $120.4M |
| HNW Individuals | 397 | $1.8B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $3.2M |
| Charitable organizations | 6 | $3.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 30 | $282.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesCONSULTING SERVICES |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
224 PONTE VEDRA PARK DRIVESUITE 200
PONTE VEDRA BEACH
FL
United States
Monday - Friday, 8:30-5:00
Tel: 904-543-0360, Fax: 904-543-0390
Websites
Chief Compliance Officer
CELESTE R. BEALE
224 PONTE VEDRA PARK DRIVE
SUITE 200
PONTE VEDRA BCH
FL
United States
Tel:
904-543-0360
Fax:
904-543-0390
C******@****************M
(Full email address available in API data)
Regulatory Contact
CHARLES D. HYMAN
PRESIDENT
224 PONTE VEDRA PARK DRIVE
SUITE 200
PONTE VEDRA BEACH
FL
United States
Tel:
904-543-0360
Fax:
904-543-0390
C****@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HYMAN, CHARLES, DAVID | Individual | – | CHIEF EXECUTIVE OFFICER | 04/1994 | > 75% |
| BEALE, CELESTE, ROBINSON | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2004 | < 5% |
| THE HYMAN CHILDREN'S IRREVOCABLE TRUST | Domestic Entity | – | SHAREHOLDER | 12/2020 | 5-10% |
| HERNANDEZ, JOSE, MANUEL | Individual | – | SHAREHOLDER | 05/2023 | < 5% |
| SADLER, JOY, TUCKER | Individual | – | SHAREHOLDER | 05/2023 | < 5% |
| SERKIN, HOWARD, CHARLES | Individual | – | TRUSTEE OF THE HYMAN CHILDREN'S IRREVOCABLE TRUST | 12/2020 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| EATON CORP PLC | SHS | 2M | 5K | – |
| EVEREST GROUP LTD | COM | 267K | 700 | – |
| LINDE PLC | SHS | 382K | 870 | – |
| TRANE TECHNOLOGIES PLC | SHS | 543K | 2K | – |
| WHITE MTNS INS GROUP LTD | COM | 554K | 305 | – |
| CHUBB LIMITED | COM | 2M | 8K | – |
| AFLAC INC | COM | 22M | 248K | – |
| ALPS ETF TR | ALERIAN MLP | 714K | 15K | – |
| AT&T INC | COM | 2M | 103K | – |
| ABBOTT LABS | COM | 5M | 45K | – |
| ABBVIE INC | COM | 5M | 29K | – |
| ADOBE INC | COM | 1M | 2K | – |
| ADVANCED MICRO DEVICES INC | COM | 1M | 8K | – |
| AIR PRODS & CHEMS INC | COM | 15M | 58K | – |
| ALPHABET INC | CAP STK CL C | 8M | 44K | – |
| ALPHABET INC | CAP STK CL A | 4M | 23K | – |
| ALTRIA GROUP INC | COM | 5M | 101K | – |
| AMAZON COM INC | COM | 36M | 186K | – |
| AMEREN CORP | COM | 389K | 5K | – |
| AMERICAN ELEC PWR CO INC | COM | 739K | 8K | – |
| AMERICAN EXPRESS CO | COM | 2M | 9K | – |
| AMERICAN TOWER CORP NEW | COM | 2M | 9K | – |
| AMERICAN WTR WKS CO INC NEW | COM | 475K | 4K | – |
| AMERIPRISE FINL INC | COM | 323K | 755 | – |
| AMERIS BANCORP | COM | 284K | 6K | – |
| AMGEN INC | COM | 2M | 8K | – |
| ANALOG DEVICES INC | COM | 499K | 2K | – |
| ANSYS INC | COM | 289K | 900 | – |
| ELEVANCE HEALTH INC | COM | 8M | 14K | – |
| APPLE INC | COM | 101M | 481K | – |
| ARES CAPITAL CORP | COM | 375K | 18K | – |
| ARISTA NETWORKS INC | COM | 2M | 5K | – |
| ATMOS ENERGY CORP | COM | 341K | 3K | – |
| AUTODESK INC | COM | 699K | 3K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 5M | 19K | – |
| AVERY DENNISON CORP | COM | 294K | 1K | – |
| BANK AMERICA CORP | COM | 10M | 249K | – |
| BARRICK GOLD CORP | COM | 264K | 16K | – |
| BECTON DICKINSON & CO | COM | 596K | 3K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 133M | 326K | – |
| BLACKROCK INC | COM | 1M | 1K | – |
| BLACKSTONE INC | COM | 2M | 17K | – |
| BOEING CO | COM | 1M | 7K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 8M | 190K | – |
| BROADCOM INC | COM | 2M | 1K | – |
| THE CIGNA GROUP | COM | 4M | 12K | – |
| CSX CORP | COM | 26M | 787K | – |
| CADENCE DESIGN SYSTEM INC | COM | 446K | 1K | – |
| CALAMOS CONV OPPORTUNITIES & | SH BEN INT | 129K | 11K | – |
| CANADIAN NATL RY CO | COM | 574K | 5K | – |
| CANADIAN PACIFIC KANSAS CITY | COM | 374K | 5K | – |
| CARLISLE COS INC | COM | 770K | 2K | – |
| CATERPILLAR INC | COM | 53M | 160K | – |
| CHARTER COMMUNICATIONS INC N | CL A | 300K | 1K | – |
| CHEVRON CORP NEW | COM | 21M | 137K | – |
| CHURCH & DWIGHT CO INC | COM | 446K | 4K | – |
| CISCO SYS INC | COM | 3M | 69K | – |
| CINTAS CORP | COM | 815K | 1K | – |
| CITIGROUP INC | COM NEW | 271K | 4K | – |
| COCA COLA CO | COM | 17M | 273K | – |
| COLGATE PALMOLIVE CO | COM | 6M | 59K | – |
| CONOCOPHILLIPS | COM | 16M | 143K | – |
| CONSOLIDATED EDISON INC | COM | 743K | 8K | – |
| CONSTELLATION ENERGY CORP | COM | 367K | 2K | – |
| CORTEVA INC | COM | 348K | 6K | – |
| COSTCO WHSL CORP NEW | COM | 62M | 73K | – |
| CTO RLTY GROWTH INC NEW | COM | 645K | 37K | – |
| CUMMINS INC | COM | 309K | 1K | – |
| DTE ENERGY CO | COM | 244K | 2K | – |
| DANAHER CORPORATION | COM | 2M | 8K | – |
| DEERE & CO | COM | 35M | 93K | – |
| DELL TECHNOLOGIES INC | CL C | 449K | 3K | – |
| DEVON ENERGY CORP NEW | COM | 544K | 11K | – |
| DIAGEO PLC | SPON ADR NEW | 1M | 11K | – |
| DISNEY WALT CO | COM | 4M | 36K | – |
| DOMINION ENERGY INC | COM | 271K | 6K | – |
| DOVER CORP | COM | 619K | 3K | – |
| DOW INC | COM | 674K | 13K | – |
| DUKE ENERGY CORP NEW | COM NEW | 17M | 171K | – |
| DUPONT DE NEMOURS INC | COM | 853K | 11K | – |
| EOG RES INC | COM | 293K | 2K | – |
| EMERSON ELEC CO | COM | 30M | 271K | – |
| ENBRIDGE INC | COM | 4M | 100K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 565K | 20K | – |
| ESCO TECHNOLOGIES INC | COM | 550K | 5K | – |
| EXXON MOBIL CORP | COM | 13M | 111K | – |
| FRP HLDGS INC | COM | 55M | 2M | – |
| META PLATFORMS INC | CL A | 2M | 4K | – |
| FEDEX CORP | COM | 3M | 10K | – |
| FLOWERS FOODS INC | COM | 810K | 36K | – |
| FLOWSERVE CORP | COM | 303K | 6K | – |
| FORD MTR CO DEL | COM | 2M | 146K | – |
| FREEPORT-MCMORAN INC | CL B | 20M | 407K | – |
| GENERAL DYNAMICS CORP | COM | 1M | 5K | – |
| GENERAL MLS INC | COM | 2M | 38K | – |
| GENERAL MTRS CO | COM | 1M | 23K | – |
| GENUINE PARTS CO | COM | 2M | 16K | – |
| GILEAD SCIENCES INC | COM | 376K | 5K | – |
| GOLDMAN SACHS GROUP INC | COM | 19M | 41K | – |
| GRAINGER W W INC | COM | 244K | 270 | – |
| HCA HEALTHCARE INC | COM | 792K | 2K | – |
| HEICO CORP NEW | COM | 21M | 95K | – |
| HOME DEPOT INC | COM | 35M | 102K | – |
| HONEYWELL INTL INC | COM | 8M | 38K | – |
| ILLINOIS TOOL WKS INC | COM | 4M | 15K | – |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 748K | 6K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 19M | 107K | – |
| INVESCO QQQ TR | UNIT SER 1 | 5M | 10K | – |
| INTUITIVE SURGICAL INC | COM NEW | 22M | 50K | – |
| INTUIT | COM | 4M | 6K | – |
| ISHARES INC | MSCI AUST ETF | 2M | 64K | – |
| ISHARES TR | CORE S&P500 ETF | 2M | 3K | – |
| ISHARES TR | MSCI EMG MKT ETF | 350K | 8K | – |
| ISHARES TR | S&P 500 VAL ETF | 209K | 1K | – |
| ISHARES TR | RUS MD CP GR ETF | 234K | 2K | – |
| ISHARES TR | RUS MID CAP ETF | 210K | 3K | – |
| ISHARES TR | CORE S&P MCP ETF | 298K | 5K | – |
| ISHARES TR | EXPANDED TECH | 3M | 37K | – |
| ISHARES TR | ISHARES BIOTECH | 318K | 2K | – |
| ISHARES TR | RUS 1000 GRW ETF | 484K | 1K | – |
| ISHARES TR | U.S. TECH ETF | 818K | 5K | – |
| ISHARES TR | EAFE GRWTH ETF | 5M | 67K | – |
| ISHARES TR | MSCI USA QLT FCT | 247K | 1K | – |
| ISHARES TR | CORE MSCI EAFE | 305K | 4K | – |
| JPMORGAN CHASE & CO. | COM | 38M | 186K | – |
| JOHNSON & JOHNSON | COM | 44M | 298K | – |
| KIMBERLY-CLARK CORP | COM | 4M | 31K | – |
| KINDER MORGAN INC DEL | COM | 248K | 12K | – |
| L3HARRIS TECHNOLOGIES INC | COM | 694K | 3K | – |
| LANDSTAR SYS INC | COM | 240K | 1K | – |
| ELI LILLY & CO | COM | 14M | 15K | – |
| LOCKHEED MARTIN CORP | COM | 20M | 43K | – |
| LOWES COS INC | COM | 728K | 3K | – |
| MARRIOTT INTL INC NEW | CL A | 828K | 3K | – |
| MASCO CORP | COM | 1M | 16K | – |
| MASTEC INC | COM | 241K | 2K | – |
| MASTERCARD INCORPORATED | CL A | 46M | 103K | – |
| MATINAS BIOPHARMA HLDGS INC | COM | 13K | 80K | – |
| MCDONALDS CORP | COM | 40M | 158K | – |
| MCKESSON CORP | COM | 709K | 1K | – |
| MEDICAL PPTYS TRUST INC | COM | 71K | 17K | – |
| MERCK & CO INC | COM | 23M | 190K | – |
| MICROSOFT CORP | COM | 123M | 275K | – |
| MICROCHIP TECHNOLOGY INC. | COM | 418K | 5K | – |
| MICRON TECHNOLOGY INC | COM | 231K | 2K | – |
| MONDELEZ INTL INC | CL A | 4M | 61K | – |
| MORGAN STANLEY | COM NEW | 699K | 7K | – |
| NASDAQ INC | COM | 536K | 9K | – |
| NETFLIX INC | COM | 205K | 304 | – |
| NEWMONT CORP | COM | 896K | 21K | – |
| NEXTERA ENERGY INC | COM | 4M | 53K | – |
| NIKE INC | CL B | 5M | 71K | – |
| NORFOLK SOUTHN CORP | COM | 20M | 95K | – |
| NORTHROP GRUMMAN CORP | COM | 9M | 21K | – |
| NOVARTIS AG | SPONSORED ADR | 378K | 4K | – |
| NUCOR CORP | COM | 2M | 10K | – |
| NVIDIA CORPORATION | COM | 10M | 80K | – |
| ORACLE CORP | COM | 46M | 324K | – |
| PNC FINL SVCS GROUP INC | COM | 312K | 2K | – |
| PPG INDS INC | COM | 656K | 5K | – |
| PACKAGING CORP AMER | COM | 8M | 47K | – |
| PAYCHEX INC | COM | 3M | 23K | – |
| PEPSICO INC | COM | 31M | 191K | – |
| PFIZER INC | COM | 4M | 150K | – |
| PHILIP MORRIS INTL INC | COM | 6M | 59K | – |
| PHILLIPS 66 | COM | 24M | 169K | – |
| PROCTER AND GAMBLE CO | COM | 30M | 185K | – |
| PROLOGIS INC. | COM | 285K | 3K | – |
| PROSHARES TR | PSHS ULT S&P 500 | 2M | 25K | – |
| QUALCOMM INC | COM | 2M | 11K | – |
| RTX CORPORATION | COM | 10M | 100K | – |
| REGENCY CTRS CORP | COM | 613K | 10K | – |
| ROCKWELL AUTOMATION INC | COM | 331K | 1K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 2M | 4K | – |
| SPDR GOLD TR | GOLD SHS | 6M | 28K | – |
| SPDR SER TR | S&P DIVID ETF | 369K | 3K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 41M | 77K | – |
| SALESFORCE INC | COM | 5M | 21K | – |
| SCHLUMBERGER LTD | COM STK | 526K | 11K | – |
| SCHWAB CHARLES CORP | COM | 339K | 5K | – |
| SEA LTD | SPONSORD ADS | 243K | 3K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 559K | 4K | – |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 266K | 3K | – |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 524K | 3K | – |
| SELECT SECTOR SPDR TR | ENERGY | 312K | 3K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 671K | 16K | – |
| SELECT SECTOR SPDR TR | INDL | 212K | 2K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 300K | 1K | – |
| SELECT SECTOR SPDR TR | COMMUNICATION | 2M | 18K | – |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 212K | 3K | – |
| SERVICENOW INC | COM | 485K | 616 | – |
| SHAKE SHACK INC | CL A | 209K | 2K | – |
| SMUCKER J M CO | COM NEW | 338K | 3K | – |
| SNAP ON INC | COM | 260K | 995 | – |
| SOLVENTUM CORP | COM SHS | 539K | 10K | – |
| SOUTHSTATE CORPORATION | COM | 270K | 4K | – |
| SOUTHERN CO | COM | 35M | 451K | – |
| SPROUTS FMRS MKT INC | COM | 242K | 3K | – |
| SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 1M | 47K | – |
| STARBUCKS CORP | COM | 14M | 178K | – |
| STRYKER CORPORATION | COM | 2M | 4K | – |
| SYNOPSYS INC | COM | 1M | 2K | – |
| SYNOVUS FINL CORP | COM NEW | 222K | 6K | – |
| SYSCO CORP | COM | 1M | 14K | – |
| TJX COS INC NEW | COM | 907K | 8K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 576K | 3K | – |
| TARGET CORP | COM | 546K | 4K | – |
| TELEFLEX INCORPORATED | COM | 218K | 1K | – |
| TEXAS INSTRS INC | COM | 2M | 12K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 2M | 3K | – |
| 3M CO | COM | 4M | 41K | – |
| TRAVELERS COMPANIES INC | COM | 6M | 27K | – |
| TRUIST FINL CORP | COM | 4M | 100K | – |
| UNILEVER PLC | SPON ADR NEW | 246K | 4K | – |
| UNION PAC CORP | COM | 2M | 9K | – |
| UNITED PARCEL SERVICE INC | CL B | 424K | 3K | – |
| UNITEDHEALTH GROUP INC | COM | 4M | 8K | – |
| VALLEY NATL BANCORP | COM | 265K | 38K | – |
| VANECK ETF TRUST | BIOTECH ETF | 202K | 1K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 478K | 3K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 314K | 6K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 508K | 4K | – |
| VANGUARD WORLD FD | FINANCIALS ETF | 247K | 2K | – |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 416K | 2K | – |
| VANGUARD WORLD FD | INF TECH ETF | 2M | 3K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 547K | 9K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 7M | 14K | – |
| VANGUARD INDEX FDS | SML CP GRW ETF | 1M | 5K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 3M | 16K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 2M | 9K | – |
| VERALTO CORP | COM SHS | 241K | 3K | – |
| VERIZON COMMUNICATIONS INC | COM | 16M | 388K | – |
| VERTEX PHARMACEUTICALS INC | COM | 375K | 800 | – |
| VISA INC | COM CL A | 4M | 16K | – |
| VULCAN MATLS CO | COM | 49M | 198K | – |
| WALMART INC | COM | 5M | 71K | – |
| WASTE MGMT INC DEL | COM | 777K | 4K | – |
| WELLS FARGO CO NEW | COM | 2M | 35K | – |
| WESCO INTL INC | COM | 1M | 7K | – |
| WEYERHAEUSER CO MTN BE | COM NEW | 3M | 95K | – |
| YUM BRANDS INC | COM | 1M | 8K | – |
| ZOETIS INC | CL A | 899K | 5K | – |