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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hutchinson Financial Advisors Inc
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| CRD # | 116062 |
| SEC # | 801-132975 |
| CIK # | 0002078477 |
| AUM | $120.9 M (2025-05-12) |
| Employees | 4 (25% Investors, 25% Brokers) |
| Phone | 804-729-6420 |
| Address | 5243 Hickory Park Drive Glen Allen, VA 23059 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.6 | ||
| Honeywell International Inc | 2.9 | ||
| VISA Inc | 2.8 | ||
| Alphabet Inc | 2.7 | ||
| Enbridge Inc | 2.7 | ||
| Apple Inc | 2.6 | ||
| Amazon Com Inc | 2.6 | ||
| Uber Technologies Inc | 2.5 | ||
| CrowdStrike Holdings Inc | 2.3 | ||
| Priceline Com Inc | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 52.2 |
| (b) Individuals (high net worth individuals) | 62 | 65.8 |
| (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 | 0.9 |
| (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 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 466 | 120.9 |
| By Discretionary | ||
| Discretionary | 466 | 120.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 466 | 120.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.9 | |
| Total | 466 | 120.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002078477] |
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