HCR WEALTH ADVISORS
Latest filing: Apr 29, 2025 (95 days ago)
AUM
$1,676,210,398
11% change vs. 1 year ago
16% change vs. 3 years ago
51% change vs. 5 years ago
185% change vs. 10 years ago
Employee Count
19
12% change vs. 1 year ago
19% change vs. 3 years ago
19% change vs. 5 years ago
171% change vs. 10 years ago
Main Office
LOS ANGELES, CA
10866 WILSHIRE BLVD., LOS ANGELES, CA, UNITED STATES, 90024
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.7 |
| Non-Discretionary | $0.0 |
| Total | $1.7 |
| Client | AUM |
|---|---|
| Retail | $1.7 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 519 | $0.1 |
| Average Individual AUM | $257,378 | |
| HNW | 423 | $1.5 |
| Average HNW AUM | $3,625,712 | |
| Retail Total | 942 | $1.7 |
| Average Retail AUM | $1,769,910 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $1.5 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.7 |
| Retail SMA AUM | $1.7 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 50% | $0.8 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.1 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 27% | $0.5 |
| Other Pools | 8% | $0.1 |
| Cash | 10% | $0.2 |
| Other | 0% | $0.0 |
| Total | 100% | $1.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| GREG SANDOR HELLER | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| STEVEN CAMPEAS | LOS ANGELES | CA | S65|2020-02-28 | ||||||
| GREGORY HELLER | LOS ANGELES | CA | S63|1995-01-24 | CERTIFIED FINANCIAL PLANNER | |||||
| SHAWN LANDIS | LOS ANGELES | CA | S66|2007-10-12 | CERTIFIED FINANCIAL PLANNER | |||||
| JORDAN KAHN | LOS ANGELES | CA | CHARTERED FINANCIAL ANALYST | ||||||
| DAVID HINDLER | LOS ANGELES | CA | S63|1998-10-22|S65|1998-11-13 | ||||||
| STEVEN WEINBERGER | LOS ANGELES | CA | S63|1999-05-28|S65|1999-10-12 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.7 | $0.0 | 0% | 19 | 0 | 0% |
| 2025-04-21 | $1.7 | $0.0 | 0% | 19 | 0 | 0% |
| 2024-04-02 | $1.5 | $0.2 | 11% | 17 | 2 | 12% |
| 2023-04-04 | $1.4 | $0.3 | 22% | 16 | 3 | 19% |
| 2022-04-01 | $1.5 | $0.2 | 16% | 16 | 3 | 19% |
| 2021-04-05 | $1.2 | $0.5 | 40% | 17 | 2 | 12% |
| 2020-04-01 | $1.1 | $0.6 | 51% | 16 | 3 | 19% |
| 2019-04-01 | $0.9 | $0.7 | 79% | 17 | 2 | 12% |
| 2018-04-02 | $1.0 | $0.6 | 60% | 17 | 2 | 12% |
| 2017-04-01 | $0.9 | $0.8 | 83% | 16 | 3 | 19% |
| 2016-04-01 | $0.9 | $0.8 | 97% | 14 | 5 | 36% |
| 2015-04-01 | $0.6 | $1.1 | 185% | 7 | 12 | 171% |
| 2014-04-01 | $0.5 | $1.1 | 211% | 8 | 11 | 138% |
| 2013-04-01 | $0.5 | $1.2 | 271% | 8 | 11 | 138% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AZ-01/06/2022, CA-01/05/2022, CO-12/05/2023, CT-01/06/2022, FL-01/05/2022, IL-12/14/2023, LA-01/06/2022, MD-12/05/2023, NV-12/05/2023, NY-01/06/2022, OH-01/06/2022, OR-01/06/2022, PA-12/05/2023, TX-01/06/2022, WA-01/06/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV