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HIPPOCRATIC FINANCIAL ADVISORS
Legal name: HIPPOCRATIC FINANCIAL ADVISORS LLC
CRD 169481File 801-130237
APPROVED
Retail clients
Custody
Filing as of May 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$229.0M
Below cohort median (national)
Discretionary AUM
$229.0M
Clients
382
1,645 accounts
Employees
29
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 10, 2024
- Principal office
- 30700 RUSSELL RANCH ROAD, SUITE 250, WESTLAKE VILLAGE, CA, 91362
- Phone
- 866-447-2380
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $229.0M
- Discretionary AUM
- $229.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,645
- Non-discretionary accounts
- 0
- Total accounts
- 1,645
- AUM per client
- $600K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 61 | $132.1M |
| Individuals (other than high net worth individuals) | 321 | $96.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — FINDER'S FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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.