HBC FINANCIAL GROUP, LLC

RIASEC 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 is recorded as a capital allocator whose primary advisory activity is the selection of other advisers. The firm’s public profile is sparse: its regulatory registration year is not listed, it is not identified as a multi-state adviser, and it does not describe itself as an active ESG investor or a pension consultant. Ownership is recorded as a mix of a domestic entity and an individual, and the firm reports a nonstandard fee structure labeled “Other.” The available information points to a manager-of-managers operating model rather than a traditional retail-facing advisory practice.

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

    PartnerCRD 7082690

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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