HC ADVISORS LLC
Adviser information for HC ADVISORS LLC last updated from Form ADV on March 19th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| 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 | 751 | $414.6M |
| Non-Discretionary | 71 | $210.8M |
| Total | 822 | $625.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 105 | $34.4M |
| HNW Individuals | 114 | $590.7M |
| 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 | 0 | $0 |
| Charitable organizations | <5 | $282,694 |
| 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 | 10 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)GENERAL CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesTHIRD PARTY ADVISORY FEES |
Identifiers
| SEC RIA File Number | 801-77058 |
|---|---|
| SEC ERA File Number | 801-77058 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 165200 |
| Legal Entity Identifier | 165200 |
Principal Office
750 HAMMOND DRIVEBUILDING 1, SUITE 200
SANDY SPRINGS
GA
United States
Monday - Friday, 7:00 AM - 4:00 PM
Tel: 404-705-4593, Fax: 404-705-4596
Chief Compliance Officer
LILY M. HSIEH
CHIEF COMPLIANCE OFFICER
750 HAMMOND DRIVE
BUILDING 1, SUITE 200
SANDY SPRINGS
GA
United States
Tel:
404-705-4593
Fax:
404-705-4596
L******@*********M
(Full email address available in API data)
Regulatory Contact
DANIEL C. HENNING
CHIEF EXECUTIVE OFFICER
750 HAMMOND DRIVE
BUILDING 1
SANDY SPRINGS
GA
United States
Tel:
404-705-4593
Fax:
404-705-4596
D********@*********M
(Full email address available in API data)
Industry Affiliates
| HDWK, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HENNING, DANIEL, CHRISTOPHER | Individual | – | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | 07/2012 | > 75% |
| HSIEH, LILY, MELINDA | Individual | – | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | 10/2018 | < 5% |