Charles Michael Hinman
Financial advisor at Cresset Asset Management, LLC · San Francisco, CA
Last updated 2026-10-10
Claim your profileCharles Michael Hinman is a financial advisor at Cresset Asset Management, LLC in San Francisco, CA, CRD 8024031. IAPD registration began 2025-01-17.
Registration
- CRD number
- 8024031
- Registration status
- Active
- IAPD registration
- 2025-01-17
- Industry Experience
- 1 year
- Work Experience
- 12 years
- States registered
- CA, TX
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- Chartered Financial Analyst
Work history
- 2017-06 to 2017-08 · Terminal Plaza Associates · San Francisco, CA
- 2018-01 to 2018-05 · US Commercial Service · Boston, MA
- 2018-07 to 2018-11 · Wellington Management · Boston, MA
- 2018-11 to 2021-05 · Wellington Management · Boston, MA
- 2021-05 to 2024-03 · Fiera Capital · Boston, MA
- 2024-03 to 2025-04 · Avalon Capital Management · Redwood City, CA
- 2025-04 to 2026-08 · Baker Street Advisors · San Francisco, CA
- 2014-08 to 2018-05 · Tufts University · Medford, MA
- 2018-05 to 2018-07 · Unemployed · Boston, MA
- 2026-08 to 2026-09 · Unemployed · San Francisco, CA
- 2026-09 to Present · Cresset Asset Management, LLC · San Francisco, CA
Current employment
- Cresset Asset Management, LLC · Chicago, IL
Cresset Asset Management, LLC
- Regulatory AUM
- $78,936,263,960
- Registered advisors
- 212
- Offices
- 55
- Clients per advisor
- 23.2 (Low)
- Average AUM per client
- $16.1M (Moderate)
- High-net-worth client ratio
- 74.7% (High)
Cresset Asset Management, LLC: advisors, services and reported ETF investments
About
Charles Michael Hinman is a Chartered Financial Analyst financial advisor at Cresset Asset Management, LLC in San Francisco, CA. The latest record indicates 1 year of industry experience and 12 years of reported work history. Reported roles include Unemployed, Baker Street Advisors, Avalon Capital Management, Fiera Capital, among others.
Cresset Asset Management, LLC's firm-level Form ADV reports 212 advisors across 55 offices; approximately 23.2 clients per advisor, average assets per client of $16,073,359, and regulatory AUM of $78.9B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $15.2B across 506 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Charles Michael Hinman personally.
Reported ETF positions
Cresset Asset Management reports 506 ETF positions worth $15.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPY — SPDR S&P 500 ETF TRUST | $2.8B |
| IVV — iShares Core S&P 500 ETF | $1.8B |
| RSP — Invesco S&P 500 Equal Weight ETF | $935M |
| VOO — Vanguard S&P 500 ETF | $887.8M |
| IEFA — iShares Core MSCI EAFE ETF | $558.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Cresset Asset Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $14M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $14M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $4.1M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $3.1M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Cresset Asset Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
101 California St., San Francisco, CA 94111
2 advisors at this office.
Contact
The firm's filed contact details.
Official record
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