HSC WEALTH ADVISORS
Firm details
- Headquarters
- FOREST, Virginia
- CRD number
- 105103
- Registered since
- March 16, 1984
- Website
- www.hscwealthadvisors.com
- Custodians
- AXOS ADVISOR SERVICES, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.7%
- Individuals21.71%
- Pension & Profit Sharing Plans6.37%
- Charitable Organizations0.22%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
HSC Wealth Advisors is an independent, SEC-registered RIA operating since the mid-1980s. The firm serves both individual/family and institutional clients, offering fee schedules that include percentage-of-AUM and fixed-fee arrangements. Core advisory services are financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. HSC does not present itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities50%
- Public Funds/Mutual Funds46%
- Private Funds2%
- Cash & Cash Equivalents2%
Contacts
3 of 9AIDEN BENGDS
ParaplannerCRD 7966722
JOSEPH ESKRIDGE
Financial PlannerCRD 6000429
Brian Devers
Financial PlannerCRD 6890793
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$254M in ETFs
93%
$237M
1%
$17.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $18.2M | 709,595 | 7.16% |
Location
FOREST, VA
BEDFORD
Location
FOREST, VA
Headquartered in FOREST, VA, in the South of the United States.
- Region
- South
- County
- BEDFORD
- Address
- 1563 Crossings Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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