HC ADVISORS LLC
Firm details
- Headquarters
- SANDY SPRINGS, Georgia
- CRD number
- 165200
- Registered since
- August 22, 2012
- Website
- www.hcadvisors.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.98%
- Individuals7.16%
- Charitable Organizations4.86%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
HC Advisors LLC is an independent, SEC-registered registered investment adviser formed in 2012 and owned by an individual. The firm focuses on wealth management for individuals and families and acts as a capital allocator — selecting third-party managers in addition to managing client portfolios directly. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Core advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. HC Advisors does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a pension consultant. The firm maintains an industry affiliation with an accountant.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities29%
- Cash & Cash Equivalents13%
- US Government Bonds5%
- State & Local Bonds3%
Owners & executives
1 of 1DANIEL HENNING
Chief Executive OfficerCRD 2878734
Contacts
3 of 5ANDREW KILLPACK
Investment AdvisorCRD 7071610
Michael Stacey
Investment Advisor RepresentativeCRD 6790743
JOSEPH SINGER
Investment AdvisorCRD 3095077
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$141M in ETFs
100%
$141M
<1%
$283K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF (SCHR) | Schwab | Passive | Intermediate Government | $22.4M | 899,471 | 15.85% |
Location
SANDY SPRINGS, GA
FULTON
Location
SANDY SPRINGS, GA
Headquartered in SANDY SPRINGS, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 750 Hammond Dr
- Time zone
- ET (UTC-5)
- Office locations
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