HINCHLEY ADVISORY GROUP, LLC

Overview

Hinchley Advisory Group, LLC is an independent registered investment adviser that focuses on clients made up primarily of individuals and families. The firm provides financial planning and discretionary portfolio management for both individuals and small businesses, and it also offers portfolio management services for business or institutional clients. Compensation is tied to a percentage of assets under management, which aligns the firm’s revenue model with client asset growth. Investment activity leans heavily toward publicly registered investment vehicles rather than active direct stock picking. The firm does not position itself as an ESG specialist and is not listed as a pension consultant or multi-state adviser. While Hinchley Advisory Group is not structured as a dedicated capital allocator, it does engage in sponsor and general partner roles and may serve as a managing member of pooled investment vehicles, reflecting an ability to participate in sponsored or pooled strategies alongside third-party managers. The firm became SEC-registered in 2024 and operates under an individual-owner structure.

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Public Holdings

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Location & Offices