HCR Wealth Advisors

RIASEC Registered
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$614K
Accounts
3,191
Employees
20
Advisory reps
11

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

FINTRX

Overview

HCR Wealth Advisors is an independent registered investment adviser that has been SEC-registered since 1999. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management across individual, pooled-vehicle, business and institutional mandates. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. HCR also appears on industry lists, including recognition from FA Magazine (Top RIA Firms, 2020) and Forbes (America’s Top RIA Firms, 2023; Top RIA Firms, 2024). The firm's activities extend beyond advisory work into sponsor/GP and managing-member roles for pooled investment vehicles, indicating operational involvement in at least some of the private funds it offers or manages.

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: Exchange Traded Equities 54%, Public Funds/Mutual Funds 27%, Cash & Cash Equivalents 8%, Private Funds 7%, US Government Bonds 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%54%
  • Exchange Traded Equities54%
  • Public Funds/Mutual Funds27%
  • Cash & Cash Equivalents8%
  • Private Funds7%
  • US Government Bonds2%

Owners & executives

3 of 3
  • Jordan Kahn

    Jordan Kahn

    Chief Investment OfficerCRD 4489366

  • Gregory Heller

    Gregory Heller

    Founder & CEOCRD 1460520

  • Hayley Nelson

    Hayley Nelson

    Chief Compliance OfficerCRD 2548469

Contacts

3 of 8
  • Shawn Landis

    Shawn Landis

    Senior Financial AdvisorCRD 5394217

  • Stacey Panenhanouvong

    Stacey Panenhanouvong

    Financial AdvisorCRD 6530995

  • David Hindler

    David Hindler

    Senior Financial AdvisorCRD 3123405

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 134

Active vs passive

$691M in ETFs

Passive

57%

$391M

Active

12%

$300M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$127M1,408,76118.37%
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Location

Primary office

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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