HCR Wealth Advisors
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 108676
- Registered since
- April 16, 1999
- Website
- www.hcrwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.04%
- Individuals7.47%
- Charitable Organizations0.27%
- Pooled Investment Vehicles0.12%
- Pension & Profit Sharing Plans0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
HCR Wealth Advisors is an independent registered investment adviser founded in 1999 and organized as a corporation with individual ownership. The firm serves both individual & family and institutional clients, providing financial planning and discretionary portfolio management across individuals, small businesses, pooled investment vehicles, and other businesses or institutions. Its fee arrangements include traditional percentage-of-AUM charging alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor. HCR also participates on the sponsor/GP side of pooled vehicles, acting as a managing member for products it sponsors. Public recognitions include placement on FA Magazine’s Top RIA Firms list (2020) and appearances on Forbes’ Top/ America’s Top RIA Firms lists in 2023 and 2024.
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
- Exchange Traded Equities54%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents8%
- Private Funds7%
- US Government Bonds2%
Owners & executives
3 of 4
Hayley Nelson
Chief Compliance OfficerCRD 2548469
Lynda Furnari
Chief Operations OfficerCRD 8045580
Gregory Heller
Founder & CEOCRD 1460520
Contacts
3 of 8
Daniel Smyth
Financial AdvisorCRD 6708828
Steven Campeas
OwnerCRD 2839565
Stacey Panenhanouvong
Financial AdvisorCRD 6530995
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 122Active vs passive
$497M in ETFs
65%
$324M
16%
$173M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $96.8M | 221,595 | 19.49% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 10866 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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