SourcingSourcing

HATCHER CAPITAL INVESTMENTS, INC.

B54
CRD 300230·SEC 801-134455·LITTLE ROCK, AR
AUM
$127.5M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$382K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HATCHER CAPITAL INVESTMENTS, INC.
CRD
300230
SEC file #
801-134455
EIN
—
DBA names
—

Economics

AUM
$127.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$112.3M → $127.5M▲ +14%
Client mix
Individuals High Net Worth247
Pension Profit Sharing Plans49
Individuals Other23

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
3 advisors → 4 advisors▲ +33%
Primary office
LITTLE ROCK AR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingPublication of periodicals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/in/claytonreedmckinney(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HATCHER, GREG, LAYNE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HATCHER, GREG, LAYNE
McKinney, Clay
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:hatcher.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
119,403
Form 5500 Compensation Trajectory 3y
202592,626
202626,777
Form 5500 Plan Count Trajectory 3y
20252
20261
Schedule C Total Compensation
119,403
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2373497
Trust Company Affiliate
No

People (6)

6
HATCHER, GREG, LAYNE
Direct Owner · 87.5%
2373497
McKinney, Clay
IAR · Executive Officer · 2.5%
6727776
Matthew Jacob Dawson
IAR
7864304
Walter Clifford Allen Weaver
IAR
7359662
ANN KATHERINE LEDYARD
IAR
1089524
Jonathan Morgan Ricketts
IAR
7372799