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| HCR Wealth Advisors
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|---|---|
| CRD # | 108676 |
| SEC # | 801-56452 |
| CIK # | 0001697715 |
| AUM | 1,958.1 M (2026-06-12) |
| Employees | 20 (45% Investors, 20% Brokers) |
| Phone | 310-473-5445 |
| Address | 10866 Wilshire Blvd Los Angeles, CA 90024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 148.8 | ||
| Nvidia Corp | 61.5 | ||
| Alphabet Inc | 34.1 | ||
| Palo Alto Networks Inc | 24.5 | ||
| Microsoft Corp | 17.9 | ||
| Ametek INC/ | 16.0 | ||
| Amazon Com Inc | 14.0 | ||
| Visa Inc | 11.5 | ||
| Facebook Inc | 11.5 | ||
| Micron Technology Inc | 11.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | CR Project | 2012-03-12 | 2.3 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 517 | 146.4 |
| (b) Individuals (high net worth individuals) | 420 | 1,802.3 |
| (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 | 1.9 |
| (h) Charitable organizations | 0 | 5.2 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,191 | 1,958.1 |
| By Discretionary | ||
| Discretionary | 3,191 | 1,958.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,191 | 1,958.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 1,956.3 | |
| Total | 3,191 | 1,958.1 |
| Limited Partners | 2011 - 2026 |
|---|---|
| California Public Employees' Retirement System |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697715] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
IFC Advisors LLC
✚
|
CA | 2,344.2 M |
|
OREI Advisors LP
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|
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NJ | 2,179.7 M |
|
Roundview Capital LLC
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NJ | 2,126.4 M |
|
Bulltick Wealth Management LLC
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FL | 1,947.1 M |
|
Latash Investments LLC
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AK | 1,738.3 M |
|
Buchanan Street Partners LP
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|
CA | 1,607.6 M |
|
Allen Capital Group LLC
✚
|
NE | 1,501.6 M |
|
AWM Capital LLC
✚
|
AZ | 1,487.2 M |
|
Gibraltar Capital Management Inc
✚
|
OK | 1,349.0 M |