HCR Wealth Advisors

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Assets, Funds, Holdings

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HCR Wealth Advisors
CRD #108676
SEC #801-56452
CIK #0001697715
AUM $1.5 BB (2024-06-18)
Employees 17 (35% Investors, 18% Brokers)
Phone310-473-5445
Address10866 Wilshire Blvd
Los Angeles, CA 90024
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
1600128096064032002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 111.1
NVDA 399,550.0 29.9
MSFT 1,918,222.4 21.0
AME 25,427.8 18.7
GOOGL 1,475,138.5 17.6
PANW 49,011.6 11.5
AMZN 1,092,997.8 9.6
META 434,852.0 9.1
V 419,260.5 8.3
COST 207,576.9 6.9
View All
Holdings by Sector ($MM)
70056042028014002015201820212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
RE CR Project 2012-03-12 2.3
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 559 137.8
(b) Individuals (high net worth individuals) 395 1,359.5
(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 1 2.3
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 4.3
(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 0.2
(n) Other 0 0.0
Total 2,751 1,504.1
By Discretionary
Discretionary 2,751 1,504.1
Non-Discretionary 0 0.0
Total 2,751 1,504.1
By Non-United States Persons
Non-United States Persons 5.2
United States Persons 1,498.9
Total 2,751 1,504.1
Limited Partners2011 - 2024
California Public Employees' Retirement System
EDGAR Form CIK 2011 - 2024
13F-HR [0001697715]
Comparable Firms State AUM ($BB)
Colter Lewis Investment Partners LLC
CT 2.0
West Coast Financial LLC
CA 1.9
Buchanan Street Partners LP
CA 1.7
Condor Capital Management
NJ 1.7
Latash Investments LLC
AK 1.6
Roundview Capital LLC
NJ 1.4
OREI Advisors LP
TX 1.3
Allen Capital Group LLC
NE 1.0
CCV LLC
NY 1.0
Hohimer Wealth Management LLC
WA 0.8
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