HBC Financial Group, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Abingdon, Virginia
CRD number
328435
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

HBC Financial Group, LLC is organized as a limited liability company and operates as an independent registered investment adviser. The firm identifies itself as a capital allocator and its advisory activity is concentrated on selecting other advisers to manage client assets rather than running most strategies in-house. FINTRX flags the firm as a domestic entity with individual ownership. The firm's reported business model does not emphasize ESG integration, multi-state advisory operations, pension consulting, or formal relationships with related advisers. Fee arrangements are listed under a nonstandard category ("Other"), and HBC shows an industry affiliation with accounting professionals, suggesting coordination with accounting services as part of its client advisory workflow.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Juan Garcia

    Juan Garcia

    PartnerCRD 7082690

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Abingdon, VA

Washington

Location

Abingdon, VA

Headquartered in Abingdon, VA, anchoring the Johnson City-Kingsport-Bristol, TN-VA metro in the South.

Metro area
Johnson City-Kingsport-Bristol, TN-VA
Region
South
County
Washington
Address
155 Valley St Nw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth