|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| HC Advisors LLC
✚
|
|
|---|---|
| CRD # | 165200 |
| SEC # | 801-77058 |
| CIK # | 0000784045, 0001730936, 0001803295 |
| AUM | $491.5 M (2025-04-18) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 404-705-4593 |
| Address | 750 Hammond Drive Sandy Springs, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000784045 0001730936 0001803295 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| TIGA Acquisition Corp | 5.7 | ||
| Sprott Physical Silver Trust | 2.4 | ||
| Sprott Physical Gold Trust | 1.8 | ||
| Apple Inc | 1.2 | ||
| Nvidia Corp | 1.1 | ||
| Healthequity Inc | 0.9 | ||
| J P Morgan Chase & Co | 0.8 | ||
| Peabody Energy Corp | 0.7 | ||
| United Technologies Corp /DE/ | 0.7 | ||
| Home Depot Inc | 0.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 32.8 |
| (b) Individuals (high net worth individuals) | 95 | 435.6 |
| (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 | 23.1 |
| (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 | 751 | 491.5 |
| By Discretionary | ||
| Discretionary | 667 | 353.7 |
| Non-Discretionary | 84 | 137.8 |
| Total | 751 | 491.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.2 | |
| United States Persons | 488.3 | |
| Total | 751 | 491.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000784045] | |
| 13F-HR | [0001730936] | |
| 13F-HR | [0001803295] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Private Wealth Management Group LLC
✚
|
NJ | 0.5 |
|
Monetary Management Group Inc
✚
|
MO | 0.5 |
|
Harvest Investment Consultants LLC
✚
|
MD | 0.5 |
|
Hoxton Planning & Management LLC
✚
|
WV | 0.5 |
|
CURA Wealth Advisors LLC
✚
|
IL | 0.5 |
|
Seed Planning Group LLC
✚
|
NY | 0.5 |
|
Burkett Financial Services LLC
✚
|
SC | 0.5 |
|
Access Wealth Planning LLC
✚
|
NJ | 0.5 |
|
Addison Advisors LLC
✚
|
VT | 0.5 |
|
VAM Group Inc
✚
|
MI | 0.5 |