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HBW ADVISORY SERVICES LLC
CRD 143665File 801-77333
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.75B
Top 25% of cohort (national)
Discretionary AUM
$1.71B
Non-discretionary $42.3M
Clients
13,864
14,679 accounts
Employees
72
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Nov 7, 2012
- Principal office
- 2655 1ST STREET, SUITE 250, SIMI VALLEY, CA, 93065
- Phone
- 800-473-3856
- Website
- https://www.rondortch.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.75B
- Discretionary AUM
- $1.71B
- Non-discretionary AUM
- $42.3M
- Discretionary accounts
- 14,678
- Non-discretionary accounts
- 1
- Total accounts
- 14,679
- AUM per client
- $126K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 85 | $95.8M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 81 | $134.8M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 13,698 | $1.52B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 67 | 72 | increased by5 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 12,626 | 13,864 | increased by1,238 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,476,802,564 | $1,747,369,322 | increased by$270,566,758 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 13,885 | 14,679 | increased by794 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 60 | 67 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6,959 | 12,626 | increased by5,667 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,114,357,188 | $1,476,802,564 | increased by$362,445,376 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 11,263 | 13,885 | increased by2,622 |
| Dec 1, 2021 | Employees | 57 | 60 | increased by3 |
| Dec 1, 2021 | Clients | 5,762 | 6,959 | increased by1,197 |
| Dec 1, 2021 | AUM | $761,170,560 | $1,114,357,188 | increased by$353,186,628 |
| Dec 1, 2021 | Accounts | 8,652 | 11,263 | increased by2,611 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HBW ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HBW ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.