Hc Advisors Llc
- Regulatory AUM
- $500M
- Discretionary
- $406M
- Clients
- 206
- Avg AUM / client
- $2.4M
- Accounts
- 792
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 104 | $35.8M | 7.16% |
| High net worth individuals | 102 | $440M | 88.0% |
| Charitable organizations | Fewer than 5 clients | $24.3M | 4.86% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Littler Mendelson 401(k) Plan And Trust Littler Mendelson, P.C. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Christopher Henning | Managing Member/Chief Executive Officer | CFP | Jul 2012 (14y) | 75% or more |
| Lily Melinda Hsieh | Chief Compliance Officer/Chief Operating Officer | Jun 2018 (8y) | Less than 5% | |
| Kelly Dowdy | Registered representative | CFP | Feb 2017 (9y) | |
| Andrew S. Killpack | Registered representative | CFP | Feb 2019 (7y) | |
| Joseph Brian Singer | Registered representative | Feb 2020 (6y) | ||
| Michael Rhett Stacey | Registered representative | CFP | Jul 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Littler Mendelson 401(k) Plan And Trust | Littler Mendelson, P.C. | 2,298 | $1.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $448M (90% of AUM) Mar 2026
- Kestra Investment Services, Llc $54.6M (21% of AUM) Mar 2019
- National Financial Services (Fidelity) $44.3M (10% of AUM) Apr 2023
- Equity Trust Company $851K (0% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗