Hippocratic Financial Advisors
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Ravi Davis
Founder and CEOCRD 5677392
Gabriel Manriquez
Chief Compliance OfficerCRD 7837684
Contacts
3 of 3Deron Dong
Investment Adviser RepresentativeCRD 5762028

Susan Copeland
Head of Financial PlanningCRD 6222877
Andrew Van Treeck
Financial AdvisorCRD 7854445
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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