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| HCR Wealth Advisors
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|---|---|
| CRD # | 108676 |
| SEC # | 801-56452 |
| CIK # | 0001697715 |
| AUM | $1.5 BB (2024-06-18) |
| Employees | 17 (35% Investors, 18% Brokers) |
| Phone | 310-473-5445 |
| Address | 10866 Wilshire Blvd Los Angeles, CA 90024 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001697715 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 111.1 | |
| Nvidia Corp | 399,550.0 | 29.9 | |
| Microsoft Corp | 1,918,222.4 | 21.0 | |
| Ametek INC/ | 25,427.8 | 18.7 | |
| Alphabet Inc | 1,475,138.5 | 17.6 | |
| Palo Alto Networks Inc | 49,011.6 | 11.5 | |
| Amazon Com Inc | 1,092,997.8 | 9.6 | |
| Facebook Inc | 434,852.0 | 9.1 | |
| VISA Inc | 419,260.5 | 8.3 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 6.9 | |
| J P Morgan Chase & Co | 340,169.2 | 6.0 | |
| Autozone Inc | 41,417.6 | 4.7 | |
| Alphabet Inc | 1,482,566.4 | 4.2 | |
| Conocophillips | 123,162.3 | 4.1 | |
| AutoNation Inc | 6,754.6 | 4.0 | |
| Thermo Fisher Scientific Inc | 209,733.6 | 3.8 | |
| Boeing Co | 82,059.9 | 3.5 | |
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| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | CR Project | 2012-03-12 | 2.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 559 | 137.8 |
| (b) Individuals (high net worth individuals) | 395 | 1,359.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 2.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,751 | 1,504.1 |
| By Discretionary | ||
| Discretionary | 2,751 | 1,504.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,751 | 1,504.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.2 | |
| United States Persons | 1,498.9 | |
| Total | 2,751 | 1,504.1 |
| Limited Partners | 2011 - 2024 |
|---|---|
| California Public Employees' Retirement System |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001697715] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Colter Lewis Investment Partners LLC
✚
|
CT | 2.0 |
|
West Coast Financial LLC
✚
|
CA | 1.9 |
|
Buchanan Street Partners LP
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|
CA | 1.7 |
|
Condor Capital Management
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|
NJ | 1.7 |
|
Latash Investments LLC
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|
AK | 1.6 |
|
Roundview Capital LLC
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|
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 |