HSC WEALTH ADVISORS
MONEYWISE INC Legal Name
Adviser information for HSC WEALTH ADVISORS last updated from Form ADV on January 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,703 | $358.1M |
| Non-Discretionary | 0 | $0 |
| Total | 1,703 | $358.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 192 | $85.9M |
| HNW Individuals | 141 | $246.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 69 | $25.2M |
| Charitable organizations | 16 | $859,222 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-20812 |
|---|---|
| SEC ERA File Number | 801-20812 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105103 |
| Legal Entity Identifier | None |
Principal Office
1563 CROSSINGS CENTRE DRIVESUITE 100
FOREST
VA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 434-316-9356, Fax: 855-692-1471
Chief Compliance Officer
JOSEPH D ESKRIDGE JR
PRESIDENT
1563 CROSSINGS CENTRE DRIVE
STE 100
FOREST
VA
United States
Tel:
434-316-9356
Fax:
855-692-1471
J**@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BENGDS, JOEL, ERIK | Individual | – | VICE PRESIDENT | 07/2007 | 25-50% |
| VICTOR, JUSTIN, MILES | Individual | – | VICE PRESIDENT | 07/2012 | 25-50% |
| ESKRIDGE, JOSEPH, DIXON | Individual | – | PRESIDENT / CHIEF COMPLIANCE OFFICER | 07/2012 | 25-50% |