# Hawley Advisors

> Hawley Advisors is a state-registered investment advisory firm in Walnut Creek, CA, registered since 1999, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 13, 2026.

- CRD: 139335
- Filed as: HAWLEY ADVISORS
- Legal name: Hawley Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: April 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/139335
- AdvisorCensus page: https://advisorcensus.com/firm/hawley-advisors-walnut-creek-ca-139335

## Quick answers

**How is Hawley Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Hawley Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Hawley Advisors located?**
Hawley Advisors' principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Hawley Advisors registered with the SEC or a state?**
Hawley Advisors is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 139335.

**How much does Hawley Advisors manage?**
Hawley Advisors reports $74,200,022 in regulatory assets under management in its Form ADV filing dated April 13, 2026 (100% discretionary).

**What types of clients does Hawley Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (24); charitable organizations (2).

**Does Hawley Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/139335

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $74,200,022
- Discretionary: $74,200,022
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $8,739,059 |
| High net worth individuals | 24 | $63,249,555 |
| Charitable organizations | 2 | $2,211,408 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1999 (27 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hawleyadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hawley Advisors (CRD 139335): Form ADV filing data as of October 2026.