H&C Financial Services LLC

Overview

H&C Financial Services LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individuals and families and provides financial planning alongside discretionary portfolio management for individuals, small businesses, and institutional clients. The adviser also maintains accounting-related business activities. Fee arrangements include a percentage-of-AUM option as well as hourly and fixed-fee engagements. H&C does not self-identify as a capital allocator, is not flagged as an active ESG investor, and operates as a single-state adviser rather than a multi-state firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices