Gage Houser has been President, Chief Financial Officer, Wealth Advisor of Hutchinson Capital Management since June 2011, is a control person of the firm and directly owns between 25% and 50% of it. Gage Houser holds a B.A. in Economics from the University of California, Los Angeles (UCLA).
Hutchinson Capital Management is a San Rafael, CA firm with $942M under management, 296 clients and 5 advisers in one office, as of its March 2026 filing.
Gage T. Houser is Partner, President and Wealth Advisor of Hutchinson Capital Management. He joined the firm in 2008, handles individual bond purchases for it and became its owner in 2012. Before joining, he was a Senior Vice President at HSBC institutional bond sales for corporate clients and worked at Merrill Lynch on a high-net-worth team focused on wealth management.
Gage Houser’s longest registration is the current one, 14 years at Hutchinson Capital Management since 2012. Before joining Hutchinson Capital Management in 2012, Gage Houser was registered through Credit Suisse First Boston.
- Credit Suisse First Boston– · under a yearSan Francisco, CA · Adviser representative · Firm CRD 816
Professional designations
Listed by Hutchinson Capital Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Gage Houser is registered as an investment adviser representative in California, since June 2012.
- CaliforniaSince 26 June 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 8 August 2001 |
| Series 66 | Uniform Combined State Law Examination | 9 October 1997 |
| Series 7 | General Securities Representative Examination | 17 July 1997 |
- Name
- National Commodity Futures Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gage Thomas Houser
- CRD
- 2908419
- Firm
- Hutchinson Capital Management · CRD 106158
- Role
- President, Chief Financial Officer, Wealth Advisor
- Office
- 1101 FIFTH AVENUE, SUITE 160, San Rafael, CA 94901
- Registration
- Investment adviser registration
- In the industry since
- September 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hcm-wealth.com
Where does Gage Houser work?
Gage Houser has been President, Chief Financial Officer, Wealth Advisor of Hutchinson Capital Management since June 2011, and is a control person of the firm.
Is Gage Houser a financial advisor?
Yes. Gage Houser has a current investment-adviser registration in California, through Hutchinson Capital Management since June 2012.
How many years of experience does Gage Houser have?
Gage Houser has 17 years in the financial industry, since September 2009, across 2 adviser firms.
What exams has Gage Houser passed?
Gage Houser has passed 3 licensing exams: the Series 7, Series 66 and Series 3. The earliest, the Series 7, was passed in July 1997.
Where did Gage Houser work before Hutchinson Capital Management?
Before Hutchinson Capital Management, Gage Houser was registered through Hutchinson Capital Management, November 2009 to December 2011; Credit Suisse First Boston, September 2003 to April 2004.
Where is Gage Houser based?
Gage Houser’s registered office is in San Rafael, CA.
Is Gage Houser registered with FINRA?
No. Gage Houser has no current broker registration.
Is Gage Houser a CFA charterholder?
Hutchinson Capital Management lists Gage Houser with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Gage Houser’s record?
Search CRD 2908419 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gage Houser’s full registration record.
