HC Advisors LLC

RIASEC RegisteredEst. 2012
Total AUM
$500M
Discretionary
$406M
81% of AUM
Avg account
$632K
Accounts
792
Employees
8
Advisory reps
6

Firm details

Headquarters
Sandy Springs, Georgia
CRD number
165200
Registered since
August 22, 2012
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

FINTRX

Overview

HC Advisors LLC is an independent, SEC‑registered registered investment adviser that began filing in 2012 and operates as an owner‑run limited liability company serving individual and family clients. The firm provides comprehensive financial planning and portfolio management for individuals, small businesses, and institutions, and it also acts as a capital allocator by selecting third‑party managers. Fee arrangements include percentage of AUM as well as hourly and fixed fees. HC Advisors does not identify as an active ESG investor and is not multi‑state registered.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 55%, Exchange Traded Equities 21%, Cash & Cash Equivalents 14%, US Government Bonds 5%, State & Local Bonds 4%, Investment Grade Corp Bonds 1%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities21%
  • Cash & Cash Equivalents14%
  • US Government Bonds5%
  • State & Local Bonds4%

Owners & executives

1 of 1
  • Daniel Henning

    Daniel Henning

    Chief Executive OfficerCRD 2878734

Contacts

3 of 5
  • Andrew Killpack

    Andrew Killpack

    Investment AdvisorCRD 7071610

  • Michael Stacey

    Investment Advisor RepresentativeCRD 6790743

  • Joseph Singer

    Joseph Singer

    Investment AdvisorCRD 3095077

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 28

Active vs passive

$155M in ETFs

Passive

100%

$155M

Active

<1%

$310K

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB INTERMEDIATE-TERM US TREASURY ETF (SCHR)SchwabPassiveIntermediate Government$22.2M899,39314.30%
Unlock additional holdings →

Location

Primary office

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

Similar firms

1776 Wealth LLC

RIA

Sandy Springs, GA

AUM $391MTEAM 2REPS 3

Xception Family Office

RIA

Sandy Springs, GA

AUM $189MTEAM 5REPS 3

Hero Asset Management

RIA

Sandy Springs, GA

AUM —TEAM 3REPS 1

Investors Asset Management Of Georgia Inc

RIA

Atlanta, GA

AUM $502MTEAM 9REPS 7

First Advisors National, LLC

RIA

Atlanta, GA

AUM $506MTEAM 65REPS 72

Highbrook Capital Partners

RIA

Atlanta, GA

AUM $509MTEAM 6REPS 4
More RIAs in Sandy Springs →All Georgia RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth