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Herges Capital Management Logo
Herges Capital Management CB Rank
1479838
Heat Score
56
Herges Capital Management offers comprehensive and tailor-made investment advice and wealth management services.
Founded
obfuscation
Private San Diego, California, United States1-10 hergescapital.com
Advice
Financial Services
Wealth Management
Overview

Herges Capital Management
Heat Score
56

Growth Score
pts
in past quarter
Heat Score 56
-6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Herges Capital Management

CB Rank
1479838
Herges Capital Management offers comprehensive and tailor-made investment advice and wealth management services.
Founded
obfuscation
Private San Diego, California, United States1-10 hergescapital.com
Advice
Financial Services
Wealth Management

Details

Legal Name Herges Capital Management LLC
Operating Status Active
Company Type For Profit
Phone Number +1 858 314 0150
Contact Email info@hergescapital.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Advising
Provides personalized investment advice based on client’s financial situation, goals, and risk tolerance to optimize portfolio structure.
Wealth Management
Manages client assets through tailored strategies focusing on cost- and tax-efficiency, diversification, and ethical investment selection.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News

News and Press

News•Jun 24, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

243
-80.17%
 in past month

IT Spend

$324.9KThis year, Herges Capital Management is projected to spend $324.9K on IT, according to Aberdeen.

Active Website Tech Count

11Herges Capital Management is actively using 11 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is Herges Capital Management's headquarters? Herges Capital Management is located in San Diego, California, United States.Who are Herges Capital Management's competitors? Alternatives and possible competitors to Herges Capital Management may include Betterment, Fidelity, and  Charles Schwab.
Who We Are
What We Do
Helpful Links
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