HC Financial Advisors Review

Trust Score 96%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

HC Financial Advisors, federally registered in 1985, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 3 advisors. HC Financial Advisors manages $349.7 million and provides investment advisory services for 255 clients (1:85 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $1,371,430
Hybrid Advisor No
Disciplinary History No
Total AUM $349.7 million
Advisor / Client Ratio 1:85
Headquarters Lafayette, CA
SEC Filings Forms and Brochures    (CRD # 110436)
State(s) Registered CA, NH, NY, OR, TX

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