|
⚲
|
| HC Advisors LLC
✚
| |
|---|---|
| CRD # | 165200 |
| SEC # | 801-77058 |
| CIK # | 0001803295, 0000784045, 0001730936 |
| AUM | $625.4 MM (2024-03-19) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 404-705-4593 |
| Address | 750 Hammond Drive Sandy Springs, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GRND | 2.2 | ||
| PHYS | 1.4 | ||
| NVDA | 399,550.0 | 1.3 | |
| PSLV | 1.3 | ||
| AAPL | 2,382,844.0 | 1.2 | |
| HQY | 5,494.0 | 1.0 | |
| JPM | 340,169.2 | 0.5 | |
| CVX | 294,604.1 | 0.5 | |
| BABA | 312,333.0 | 0.5 | |
| HD | 277,648.0 | 0.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 34.4 |
| (b) Individuals (high net worth individuals) | 114 | 590.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 822 | 625.4 |
| By Discretionary | ||
| Discretionary | 751 | 414.6 |
| Non-Discretionary | 71 | 210.8 |
| Total | 822 | 625.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.5 | |
| United States Persons | 619.9 | |
| Total | 822 | 625.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000784045] | |
| 13F-HR | [0001730936] | |
| 13F-HR | [0001803295] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
3Chopt Investment Partners LLC
✚
|
VA | 0.6 |
|
Kozak & Tripp Private Asset Management Inc
✚
|
CO | 0.6 |
|
Cogentblue Wealth Advisors LLC
✚
|
TN | 0.6 |
|
Buttonwood Financial Group LLC
✚
|
MO | 0.6 |
|
Occidental Asset Management LLC
✚
|
CA | 0.6 |
|
Whalerock Point Partners LLC
✚
|
RI | 0.6 |
|
Lawson Kroeker Investment Management Inc
✚
|
NE | 0.6 |
|
Concentrum Wealth Management Inc
✚
|
CA | 0.6 |
|
Sterling Financial Planning Inc
✚
|
NJ | 0.6 |
|
AM Investment Strategies LLC
✚
|
TN | 0.6 |