HCR Wealth Advisors
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 108676
- Registered since
- April 16, 1999
- Website
- www.hcrwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.04%
- Individuals7.47%
- Charitable Organizations0.27%
- Pooled Investment Vehicles0.12%
- Pension & Profit Sharing Plans0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
HCR Wealth Advisors is an independent, SEC-registered registered investment adviser organized as a corporation and in business since 1999. The firm serves both individual/family and institutional clients, charging fees based on a percentage of assets under management and through hourly or fixed-fee arrangements. Its advisory services include comprehensive financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and institutional clients. The firm also acts as sponsor, general partner, or managing member of pooled vehicles. HCR has been recognized in industry lists, including FA Magazine’s Top RIA Firms (2020) and Forbes’ RIA rankings in 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents8%
- Private Funds7%
- US Government Bonds2%
Owners & executives
3 of 3
Jordan Kahn
Chief Investment OfficerCRD 4489366
Gregory Heller
Founder & CEOCRD 1460520
Hayley Nelson
Chief Compliance OfficerCRD 2548469
Contacts
3 of 8
Shawn Landis
Senior Financial AdvisorCRD 5394217
Stacey Panenhanouvong
Financial AdvisorCRD 6530995
David Hindler
Senior Financial AdvisorCRD 3123405
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 132Active vs passive
$562M in ETFs
67%
$375M
15%
$187M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $117M | 1,355,155 | 20.79% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 10866 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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