{
  "crd_number": 165200,
  "slug": "hc-advisors-llc-sandy-springs-ga-165200",
  "primary_business_name": "HC ADVISORS LLC",
  "legal_name": "HC ADVISORS LLC",
  "dbas": [],
  "city": "Sandy Springs",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-08-22",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-07-30",
  "carried_forward": false,
  "raum_total": 500174512.0,
  "raum_discretionary": 405977998.0,
  "raum_non_discretionary": 94196514.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 24294816.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 35805586.0,
      "count": 104
    },
    "high_net_worth_individuals": {
      "raum": 440074110.0,
      "count": 102
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "NC",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://hc-adv.com",
    "https://linkedin.com/company/hcadvisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165200",
  "city_as_filed": "SANDY SPRINGS",
  "url": "https://advisorcensus.com/firm/hc-advisors-llc-sandy-springs-ga-165200",
  "display_name": "HC Advisors LLC",
  "summary": "HC Advisors LLC is an SEC-registered investment advisory firm in Sandy Springs, GA, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.",
  "citation": "AdvisorCensus. HC Advisors LLC (CRD 165200): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is HC Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), HC Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does HC Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 6, 2026 states: Hourly rate: $150 to $480 an hour (broad-based financial planning services); Flat fee: $1,500 to $4,000 (broad-based financial planning services); Hourly rate: $350 an hour (modular and/or consultative financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is HC Advisors LLC located?",
      "a": "HC Advisors LLC's principal office is in Sandy Springs, GA, according to its Form ADV."
    },
    {
      "q": "Is HC Advisors LLC registered with the SEC or a state?",
      "a": "HC Advisors LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 165200."
    },
    {
      "q": "How much does HC Advisors LLC manage?",
      "a": "HC Advisors LLC reports $500,174,512 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (81% discretionary)."
    },
    {
      "q": "How have HC Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for HC Advisors LLC: Regulatory assets under management: $382,567,854 in the October 2021 data and $500,174,512 in the October 2026 data, up 31%. Total employees: 9 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does HC Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (104); high net worth individuals (102)."
    },
    {
      "q": "Which custodians does HC Advisors LLC use?",
      "a": "HC Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does HC Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165200"
    },
    {
      "q": "What changed in HC Advisors LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in NC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 382567854.0,
      "total_employees": 9,
      "filing_date": "2021-06-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 420746967.0,
      "total_employees": 8,
      "filing_date": "2022-04-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 455865120.0,
      "total_employees": 8,
      "filing_date": "2023-04-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 625406500.0,
      "total_employees": 8,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 491508088.0,
      "total_employees": 7,
      "filing_date": "2025-04-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 500174512.0,
      "total_employees": 8,
      "filing_date": "2026-07-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in NC."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $150 to $480 an hour (broad-based financial planning services)",
      "Flat fee: $1,500 to $4,000 (broad-based financial planning services)",
      "Hourly rate: $350 an hour (modular and/or consultative financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 to $480 an hour (broad-based financial planning services)"
        ],
        "quotes": [
          "HC Advisors charges either an hourly fee of $150 to $480 or a fixed fee ranging from $1,500 - $4,000 for broad-based financial planning services"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $4,000 (broad-based financial planning services)"
        ],
        "quotes": [
          "HC Advisors charges either an hourly fee of $150 to $480 or a fixed fee ranging from $1,500 - $4,000 for broad-based financial planning services"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (modular and/or consultative financial planning services)"
        ],
        "quotes": [
          "For modular and/or consultative financial planning services, HC Advisors charges an hourly fee of $350."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 150.0,
          "max": 480.0,
          "period": "hour",
          "service": "broad-based financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 4000.0,
          "period": "one_time",
          "service": "broad-based financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "modular and/or consultative financial planning services"
        }
      ]
    },
    "quotes": [
      "HC Advisors charges either an hourly fee of $150 to $480 or a fixed fee ranging from $1,500 - $4,000 for broad-based financial planning services",
      "HC Advisors charges either an hourly fee of $150 to $480 or a fixed fee ranging from $1,500 - $4,000 for broad-based financial planning services",
      "For modular and/or consultative financial planning services, HC Advisors charges an hourly fee of $350."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/hc-advisors-llc-sandy-springs-ga-165200.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 104,
      "fewer_than_5": false,
      "raum": 35805586.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 102,
      "fewer_than_5": false,
      "raum": 440074110.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 24294816.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165200",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}