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HCIP ADVISORS, LLC

NASHVILLE, TN · CRD 340455 · IAPD ↗ · 210-274-0985

$339.3MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
1States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
June 2026 — HCIP ADVISORS, LLC moved its main office from CHICAGO, IL to NASHVILLE, TN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
38
June 2026 — HCIP ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
58
June 2026 — HCIP ADVISORS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
June 2026 — HCIP ADVISORS, LLC now reports 1 private fund(s) ($339.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
March 2026 — HCIP ADVISORS, LLC (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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