HIPPOCRATIC FINANCIAL ADVISORS

RIASEC RegisteredEst. 2024

Total AUM

$229M

Discretionary

$229M

100% of AUM

Avg account

$139K

Accounts

1,645

Employees

29

Advisory reps

5

Firm details

Headquarters: WESTLAKE VILLAGE, California
CRD number: 169481
Registered since: May 10, 2024
Website: hippocratic.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI57.69%
Individuals42.31%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Hippocratic Financial Advisors is an independent, individual-owned RIA organized as an LLC and SEC-registered in 2024. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individual and small-business clients. Its fee arrangements include percentage-of-AUM billing as well as hourly, fixed-fee, and other fee structures. The firm does not identify itself primarily as a capital allocator or as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds98%
Exchange Traded Equities1%
Cash & Cash Equivalents1%

Owners & executives

2 of 2

GABRIEL MANRIQUEZ
Chief Compliance OfficerCRD 7837684
RAVI DAVIS
Founder and CEOCRD 5677392

Contacts

3 of 3

Andrew Van Treeck
Financial AdvisorCRD 7854445
Susan Copeland
Head of Financial PlanningCRD 6222877
Deron Dong
Investment Adviser RepresentativeCRD 5762028

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

WESTLAKE VILLAGE, CA

VENTURA

Location

WESTLAKE VILLAGE, CA

Headquartered in WESTLAKE VILLAGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area: Los Angeles-Long Beach, CA
Region: West
County: VENTURA
Address: 30700 Russell Ranch Rd
Time zone: PT (UTC-8)
Office locations

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