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
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 registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves individual and family clients and describes its primary advisory activities as financial planning and portfolio management for individuals and small businesses. Ownership is held by an individual and the firm bills clients via a mix of AUM-based fees, hourly charges, fixed fees and other arrangements. The adviser is not identified as a capital allocator and is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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 98%, Exchange Traded Equities 1%, Cash & Cash Equivalents 1%98%
  • Public Funds/Mutual Funds98%
  • Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Ravi Davis

    Ravi Davis

    Founder and CEOCRD 5677392

  • Gabriel Manriquez

    Chief Compliance OfficerCRD 7837684

Contacts

3 of 3
  • Deron Dong

    Deron Dong

    Investment Adviser RepresentativeCRD 5762028

  • Susan Copeland

    Susan Copeland

    Head of Financial PlanningCRD 6222877

  • Andrew Van Treeck

    Andrew Van Treeck

    Financial AdvisorCRD 7854445

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth