• 704.568.9262
  • info@hapnelcapital.com

Corporate Overview


“We’re not in this for the money” is not a statement that you’re likely to hear in the corridors of most investment firms. But, at Hapnel Capital Management, our number one goal is to serve your financial interests – and to profit only as you profit.

For close to a decade, we have offered an alternative to big, impersonal investment firms that typically reserve their best service only for the wealthiest, most high net worth individuals and businesses. Our goal is to serve “Average Joe” individuals and small businesses with service that is normally reserved only for the elite. We continually strive to be good stewards of your finances. We do that by working with you to set financial goals and providing a broad selection of products and services to achieve those goals.

At larger and more exclusive investment firms – where big profits are top priority – it’s hard to know whether your best interests are “at heart”. At Hapnel, you are the heart of our very existence. So whatever financial or money management services you need, we are your single resource for selection and excellence. Call us, and you’ll see that pleasing you is our only priority.

Our Company

Hapnel Capital Management, Inc. is a North Carolina-based financial planning and investment research firm founded in 1997 to help individuals and small businesses manage financial resources more efficiently, while providing stock ownership guidance for the achievement of financial goals.

About Us

Our experienced and team-oriented professionals provide services to help our clients with all aspects of their personal financial lives.   We can act as your financial planners, investment managers and tax planners and preparers. At Hapnel Financial Group, it’s the way we do business that makes the difference.


Our clients must feel confident about our abilities and comfortable talking to us about their financial situations.   Our team of experienced professionals with our partners has a wide variety of backgrounds and includes Certified Public Accountants (CPAs), Enroll Agent (EA), Certified Financial Planners (CFP®s) and experienced administrative personnel.


We are small enough to provide individual attention, but have the sophistication and technology to render world-class advice and guidance.   We work as a team so that when you have a question, your call, and your question, is answered.


We work on a fee-only basis or Performance fee base, which means that we sell no products nor receive any referral fees or commissions.   Services are provided on the basis of total time devoted to the client’s affairs, at hourly billing rates.   Investment fees are based on performance of assets under management.

Full Service

Many firms will manage your investments but won’t do your taxes, or vice-versa. Often clients tell us that they value our ability to handle every part of their financial lives through our broad service offerings in financial planning, asset management, family office, tax planning and preparation and other business services.


We are not your typical “buy and hold” investment manager and we believe that downside protection is as important as upside gains. When you work with us you can be certain that you are receiving an objective, results-oriented approach and that we will always do what’s in your best interest.