HC FINANCIAL ADVISORS INC
CRD #110436 SEC #801-26182 LAFAYETTE, CA (925) 299-1800
SEC Registered
Total AUM
$534.8M
Discretionary
$534.8M
Employees
10
Clients
101
Accounts
1,008
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2022 | $534.8M | $534.8M | $0 | 10 | 0 |
| Nov 2021 | $479.8M | $479.8M | $0 | 9 | 0 |
| Aug 2021 | $479.8M | $479.8M | $0 | 9 | 0 |
| Jun 2021 | $479.8M | $479.8M | $0 | 9 | 0 |
| Jun 2021 | $479.8M | $479.8M | $0 | 9 | 0 |
| Feb 2021 | $479.8M | $479.8M | $0 | 9 | 0 |
| Jan 2021 | $479.8M | $479.8M | $0 | 9 | 0 |
| Jan 2021 | $479.8M | $479.8M | $0 | 11 | 0 |
| Jan 2021 | $479.8M | $479.8M | $0 | 11 | 0 |
| May 2020 | $424.6M | $424.6M | $0 | 9 | 0 |
| Feb 2020 | $424.6M | $424.6M | $0 | 9 | 0 |
| Nov 2019 | $349.7M | $349.7M | $0 | 7 | 0 |
| Sep 2019 | $349.7M | $349.7M | $0 | 7 | 0 |
| Mar 2019 | $349.7M | $349.7M | $0 | 7 | 0 |
| Feb 2018 | $351.7M | $351.7M | $0 | 8 | 0 |
| Apr 2017 | $314.9M | $314.9M | $0 | 7 | 200 |
| Feb 2017 | $314.9M | $314.9M | $0 | 7 | 200 |
| Mar 2016 | $264.2M | $264.2M | $0 | 7 | 200 |
| Nov 2015 | $264M | $264M | $0 | 7 | 200 |
| Mar 2015 | $264M | $264M | $0 | 7 | 200 |
| Jun 2014 | $243.2M | $243.2M | $0 | 8 | 200 |
| Mar 2014 | $243.2M | $243.2M | $0 | 8 | 200 |
| Feb 2014 | $243.2M | $243.2M | $0 | 8 | 200 |
| May 2013 | $210.2M | $210.2M | $0 | 7 | 200 |
| Apr 2013 | $210.2M | $210.2M | $0 | 7 | 200 |
| Mar 2013 | $210.2M | $210.2M | $0 | 7 | 200 |
| Jul 2012 | $191.2M | $191.2M | $0 | 6 | 200 |
| May 2012 | $191.2M | $191.2M | $0 | 6 | 200 |
| Apr 2012 | $179.1M | $179.1M | $0 | 6 | 200 |
| Apr 2012 | $179.1M | $179.1M | $0 | 6 | 200 |
| Mar 2012 | $179.1M | $179.1M | $0 | 6 | 200 |
| Sep 2010 | $157.4M | $157.4M | $0 | 10 | -- |
| Sep 2008 | $178.1M | $178.1M | $0 | 10 | -- |
| Aug 2007 | $184.5M | $184.5M | $0 | 10 | -- |
| Jun 2005 | $129.8M | $129.8M | $0 | 10 | -- |
| Aug 2004 | $129.8M | $129.8M | $0 | 10 | -- |
| Sep 2001 | $98M | $98M | $0 | 10 | -- |
DateFeb 2022
Total AUM$534.8M
Discretionary$534.8M
Non-Disc.$0
Employees10
Clients0
DateNov 2021
Total AUM$479.8M
Discretionary$479.8M
Non-Disc.$0
Employees9
Clients0
DateAug 2021
Total AUM$479.8M
Discretionary$479.8M
Non-Disc.$0
Employees9
Clients0
DateJun 2021
Total AUM$479.8M
Discretionary$479.8M
Non-Disc.$0
Employees9
Clients0
DateJun 2021
Total AUM$479.8M
Discretionary$479.8M
Non-Disc.$0
Employees9
Clients0
DateFeb 2021
Total AUM$479.8M
Discretionary$479.8M
Non-Disc.$0
Employees9
Clients0
DateJan 2021
Total AUM$479.8M
Discretionary$479.8M
Non-Disc.$0
Employees9
Clients0
DateJan 2021
Total AUM$479.8M
Discretionary$479.8M
Non-Disc.$0
Employees11
Clients0
DateJan 2021
Total AUM$479.8M
Discretionary$479.8M
Non-Disc.$0
Employees11
Clients0
DateMay 2020
Total AUM$424.6M
Discretionary$424.6M
Non-Disc.$0
Employees9
Clients0
DateFeb 2020
Total AUM$424.6M
Discretionary$424.6M
Non-Disc.$0
Employees9
Clients0
DateNov 2019
Total AUM$349.7M
Discretionary$349.7M
Non-Disc.$0
Employees7
Clients0
DateSep 2019
Total AUM$349.7M
Discretionary$349.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$349.7M
Discretionary$349.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2018
Total AUM$351.7M
Discretionary$351.7M
Non-Disc.$0
Employees8
Clients0
DateApr 2017
Total AUM$314.9M
Discretionary$314.9M
Non-Disc.$0
Employees7
Clients200
DateFeb 2017
Total AUM$314.9M
Discretionary$314.9M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$264.2M
Discretionary$264.2M
Non-Disc.$0
Employees7
Clients200
DateNov 2015
Total AUM$264M
Discretionary$264M
Non-Disc.$0
Employees7
Clients200
DateMar 2015
Total AUM$264M
Discretionary$264M
Non-Disc.$0
Employees7
Clients200
DateJun 2014
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees8
Clients200
DateMar 2014
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees8
Clients200
DateFeb 2014
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees8
Clients200
DateMay 2013
Total AUM$210.2M
Discretionary$210.2M
Non-Disc.$0
Employees7
Clients200
DateApr 2013
Total AUM$210.2M
Discretionary$210.2M
Non-Disc.$0
Employees7
Clients200
DateMar 2013
Total AUM$210.2M
Discretionary$210.2M
Non-Disc.$0
Employees7
Clients200
DateJul 2012
Total AUM$191.2M
Discretionary$191.2M
Non-Disc.$0
Employees6
Clients200
DateMay 2012
Total AUM$191.2M
Discretionary$191.2M
Non-Disc.$0
Employees6
Clients200
DateApr 2012
Total AUM$179.1M
Discretionary$179.1M
Non-Disc.$0
Employees6
Clients200
DateApr 2012
Total AUM$179.1M
Discretionary$179.1M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$179.1M
Discretionary$179.1M
Non-Disc.$0
Employees6
Clients200
DateSep 2010
Total AUM$157.4M
Discretionary$157.4M
Non-Disc.$0
Employees10
Clients--
DateSep 2008
Total AUM$178.1M
Discretionary$178.1M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$129.8M
Discretionary$129.8M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$129.8M
Discretionary$129.8M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$98M
Discretionary$98M
Non-Disc.$0
Employees10
Clients--