|
⚲
|
| Keyboard |
| Hinchley Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 157860 |
| SEC # | 801-130374 |
| CIK # | |
| AUM | 193.1 M (2026-04-06) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 303-284-8081 |
| Address | 6746 South Revere Parkway Centennial, CO 80112 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 66.0 |
| (b) Individuals (high net worth individuals) | 65 | 127.0 |
| (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 | 0.0 |
| (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 | 917 | 193.1 |
| By Discretionary | ||
| Discretionary | 917 | 193.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 917 | 193.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.1 | |
| Total | 917 | 193.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pine Haven Investment Counsel Inc
✚
|
193.4 M | |
|
Stonecreek Private Wealth LLC
✚
|
193.3 M | |
|
Retirement Plan Fiduciaries LLC
✚
|
193.3 M | |
|
Kastel Capital Advisors LLC
✚
|
MA | 193.3 M |
|
January Capital Advisors LLC
✚
|
CA | 193.2 M |
|
Willner & Heller LLC
✚
|
CA | 193.1 M |
|
Cape Ann Capital Inc
✚
|
MA | 193.0 M |
|
Wickham Financial Group Inc
✚
|
GA | 193.0 M |
|
Baybridge Capital Group LLC
✚
|
CA | 192.9 M |
|
Tailwinds Wealth LLC
✚
|
MN | 192.7 M |