{
  "crd_number": 157860,
  "slug": "hinchley-advisory-group-llc-centennial-co-157860",
  "primary_business_name": "HINCHLEY ADVISORY GROUP, LLC",
  "legal_name": "HINCHLEY ADVISORY GROUP, LLC",
  "dbas": [],
  "city": "Centennial",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-06-04",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-04-06",
  "carried_forward": false,
  "raum_total": 193080000.0,
  "raum_discretionary": 193080000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 66030931.0,
      "count": 231
    },
    "high_net_worth_individuals": {
      "raum": 127049069.0,
      "count": 65
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "TX"
  ],
  "websites": [
    "https://hinchleyandco.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157860",
  "city_as_filed": "CENTENNIAL",
  "url": "https://advisorcensus.com/firm/hinchley-advisory-group-llc-centennial-co-157860",
  "display_name": "Hinchley Advisory Group, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Hinchley Advisory Group, LLC (CRD 157860): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "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"
  ],
  "quick_answers": [
    {
      "q": "How is Hinchley Advisory Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Hinchley Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Hinchley Advisory Group, LLC's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Hinchley Advisory Group, LLC located?",
      "a": "Hinchley Advisory Group, LLC's principal office is in Centennial, CO, according to its Form ADV."
    },
    {
      "q": "Is Hinchley Advisory Group, LLC registered with the SEC or a state?",
      "a": "Hinchley Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 157860."
    },
    {
      "q": "How much does Hinchley Advisory Group, LLC manage?",
      "a": "Hinchley Advisory Group, LLC reports $193,080,000 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Hinchley Advisory Group, LLC's assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Hinchley Advisory Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (231); high net worth individuals (65)."
    },
    {
      "q": "Which custodians does Hinchley Advisory Group, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Hinchley Advisory Group, 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/157860"
    },
    {
      "q": "What changed in Hinchley Advisory Group, LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $154,153,354 to $193,080,000 (+25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 124704176.0,
      "total_employees": 5,
      "filing_date": "2024-05-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 154153354.0,
      "total_employees": 5,
      "filing_date": "2025-01-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 193080000.0,
      "total_employees": 5,
      "filing_date": "2026-04-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $154,153,354 to $193,080,000 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 6, 2026",
    "tiers": [
      {
        "band": "Up to $50,000",
        "rate": "2%"
      },
      {
        "band": "$50,001 to $100,000",
        "rate": "1.5%"
      },
      {
        "band": "$100,001 to $250,000",
        "rate": "1%"
      },
      {
        "band": "$250,001 to $500,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $500,001",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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:\n \nAssets Under Management          Annual Fee\n$50,000 or less 2.00%\n$50,001 to $100,000 1.50%\n$100,001 to $250,000 1.00%\n$250,001 to $500,000 0.75%\nMore than $500,000 0.50%"
        ]
      }
    ],
    "quotes": [
      "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:\n \nAssets Under Management          Annual Fee\n$50,000 or less 2.00%\n$50,001 to $100,000 1.50%\n$100,001 to $250,000 1.00%\n$250,001 to $500,000 0.75%\nMore than $500,000 0.50%"
    ],
    "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/hinchley-advisory-group-llc-centennial-co-157860.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 231,
      "fewer_than_5": false,
      "raum": 66030931.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 65,
      "fewer_than_5": false,
      "raum": 127049069.0
    }
  ],
  "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/157860",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}