Jason Burack
Hawk Capital Management · Millbury, Massachusetts
Jason Burack is a fee-only financial advisor at Hawk Capital Management in Millbury, Massachusetts. Jason charges a percentage of assets, a one-time planning fee and an ongoing planning fee (2% a year on the first tier of assets managed).
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Facts
| Firm | Hawk Capital Management |
|---|---|
| Based in | Millbury, Massachusetts |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | 2% a year on the first tier of assets managed |
| Assets under management | $21.1M across 56 accounts |
| SEC registration | Investment adviser representative in MA, PA · CRD 5937085 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.hawkcapitalmgmt.com |
How Jason's firm compares
- Hawk Capital Management's average account is about $376,000, from its Form ADV (assets managed divided by 56 accounts).
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Questions about Jason
Is Jason Burack a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Hawk Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Jason charge?
According to Hawk Capital Management's website, checked October 30, 2026: 2% a year on the first tier of assets managed.
Where is Jason Burack based?
Jason Burack is based in Millbury, Massachusetts.
Is Jason Burack registered with the SEC?
Yes. Jason Burack is registered as an investment adviser representative in MA and PA (CRD 5937085), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hawk Capital Management manage?
Hawk Capital Management reports $21.1M across 56 accounts in assets under management.
How do I contact Jason Burack?
Through Jason's website, www.hawkcapitalmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Hawk Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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