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HC ADVISORS LLC
CRD 165200File 801-77058
APPROVED
Retail clients
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$500.2M
Above cohort median (national)
Discretionary AUM
$406.0M
Non-discretionary $94.2M
Clients
206
792 accounts
Employees
8
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 22, 2012
- Principal office
- 750 HAMMOND DRIVE, BUILDING 1, SUITE 200, SANDY SPRINGS, GA, 30328
- Phone
- 404-705-4593
- Website
- HTTPS://WWW.HC-ADV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $500.2M
- Discretionary AUM
- $406.0M
- Non-discretionary AUM
- $94.2M
- Discretionary accounts
- 711
- Non-discretionary accounts
- 81
- Total accounts
- 792
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $24.3M |
| High net worth individuals | 102 | $440.1M |
| Individuals (other than high net worth individuals) | 104 | $35.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

