HBC Financial Group, LLC
Firm details
- Headquarters
- Abingdon, Virginia
- CRD number
- 328435
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
HBC Financial Group, LLC is organized as a limited liability company and is recorded as a capital allocator whose primary advisory activity is the selection of other advisers. The firm’s public profile is sparse: its regulatory registration year is not listed, it is not identified as a multi-state adviser, and it does not describe itself as an active ESG investor or a pension consultant. Ownership is recorded as a mix of a domestic entity and an individual, and the firm reports a nonstandard fee structure labeled “Other.” The available information points to a manager-of-managers operating model rather than a traditional retail-facing advisory practice.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Juan Garcia
PartnerCRD 7082690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Abingdon, VA
Washington
Location
Abingdon, VA
Headquartered in Abingdon, VA, anchoring the Johnson City-Kingsport-Bristol, TN-VA metro in the South.
- Metro area
- Johnson City-Kingsport-Bristol, TN-VA
- Region
- South
- County
- Washington
- Address
- 155 Valley St Nw
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Navion Wealth Advisors, LLC
RIAAbingdon, VA
Concord Asset Management, LLC
RIAAbingdon, VA
Concord Wealth Partners
RIAAbingdon, VA
Seneca House Advisors
RIARichmond, VA
Deafinvest
RIATysons, VA
Azzad Asset Management, Inc.
RIAFalls Church, VA