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HC ADVISORS LLC

SANDY SPRINGS, GA · CRD 165200 · IAPD ↗ · hc-adv.com · 404-705-4593

$500.2MRegulatory AUM
6Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — HC ADVISORS LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — HC ADVISORS LLC crossed $500M in regulatory AUM ($491.5M -> $500.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2024 — HC ADVISORS LLC crossed $500M in regulatory AUM ($455.9M -> $625.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.