AdvisorCensus / Financial advisors / Colorado / Denver / Hinchley Advisory Group, LLC
Hinchley Advisory Group, LLC is an SEC-registered investment advisory firm in Centennial, CO, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.
Quick answers
From the filingHow is Hinchley Advisory Group, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Hinchley Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management.
What does Hinchley Advisory Group, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated April 6, 2026 states: Up to $50,000: 2% a year; $50,001 to $100,000: 1.5% a year; $100,001 to $250,000: 1% a year; $250,001 to $500,000: 0.75% a year; Above $500,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Hinchley Advisory Group, LLC located?
Hinchley Advisory Group, LLC's principal office is in Centennial, CO, according to its Form ADV.
Is Hinchley Advisory Group, LLC registered with the SEC or a state?
Hinchley Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 157860.
How much does Hinchley Advisory Group, LLC manage?
Hinchley Advisory Group, LLC reports $193,080,000 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (100% discretionary).
How have Hinchley Advisory Group, LLC's assets and staff changed since 2024?
In the Form ADV data for Hinchley Advisory Group, LLC: Regulatory assets under management: $124,704,176 in the October 2024 data and $193,080,000 in the October 2026 data, up 55%. Total employees: 5 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Hinchley Advisory Group, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (231); high net worth individuals (65).
Which custodians does Hinchley Advisory Group, LLC use?
Hinchley Advisory Group, 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 Hinchley Advisory Group, 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/157860
What changed in Hinchley Advisory Group, LLC's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $154,153,354 to $193,080,000 (+25%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $50,000 | 2% |
| $50,001 to $100,000 | 1.5% |
| $100,001 to $250,000 | 1% |
| $250,001 to $500,000 | 0.75% |
| Above $500,001 | 0.5% |
The brochure's wording
Our fee for portfolio management services is based on a percentage of your assets we manage and is set forth in the following fee schedule: Assets Under Management Annual Fee $50,000 or less 2.00% $50,001 to $100,000 1.50% $100,001 to $250,000 1.00% $250,001 to $500,000 0.75% More than $500,000 0.50%
As stated in the firm's Form ADV Part 2A brochure dated April 6, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$193,080,000 as of October 2026, filing dated April 6, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 5. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $193,080,000 | 5 | April 6, 2026 |
| October 2025 | $154,153,354 | 5 | January 30, 2025 |
| October 2024 | $124,704,176 | 5 | May 23, 2024 |
Regulatory assets under management: $124,704,176 in the October 2024 data and $193,080,000 in the October 2026 data, up 55%.
Total employees: 5 in October 2024 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $154,153,354 to $193,080,000 (+25%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Hinchley Advisory Group, LLC (CRD 157860): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/hinchley-advisory-group-llc-centennial-co-157860