# HC Advisors LLC

> 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.

- CRD: 165200
- Filed as: HC ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sandy Springs, GA
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165200
- AdvisorCensus page: https://advisorcensus.com/firm/hc-advisors-llc-sandy-springs-ga-165200

## Quick answers

**How is HC Advisors LLC compensated?**
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).

**Where is HC Advisors LLC located?**
HC Advisors LLC's principal office is in Sandy Springs, GA, according to its Form ADV.

**Is HC Advisors LLC registered with the SEC or a state?**
HC Advisors LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 165200.

**How much does HC Advisors LLC manage?**
HC Advisors LLC reports $500,174,512 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (81% discretionary).

**How have HC Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does HC Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (104); high net worth individuals (102).

**Which custodians does HC Advisors LLC use?**
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.

**Does HC Advisors LLC report any disciplinary disclosures?**
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

**What changed in HC Advisors LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $500,174,512
- Discretionary: $405,977,998
- Non-discretionary: $94,196,514

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 104 | $35,805,586 |
| High net worth individuals | 102 | $440,074,110 |
| Charitable organizations | Fewer than 5 | $24,294,816 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hc-adv.com
- LinkedIn @hcadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $382,567,854 | 9 | June 30, 2021 |
| October 2022 | $420,746,967 | 8 | April 26, 2022 |
| October 2023 | $455,865,120 | 8 | April 28, 2023 |
| October 2024 | $625,406,500 | 8 | March 19, 2024 |
| October 2025 | $491,508,088 | 7 | April 18, 2025 |
| October 2026 | $500,174,512 | 8 | July 30, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in NC.

### April 2026
- Employees performing advisory functions went from 5 to 6.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HC Advisors LLC (CRD 165200): Form ADV filing data as of October 2026.