Hippocratic Financial Advisors
Firm details
- Headquarters
- Westlake Village, California
- CRD number
- 169481
- Registered since
- May 10, 2024
- Website
- hippocratic.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI57.69%
- Individuals42.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hippocratic Financial Advisors is an independent, individual-owned limited liability company that registered with the SEC in 2024. The firm serves individuals and families and offers a mix of fee arrangements — percentage of assets under management, hourly charges, fixed fees, and other fee types. Its stated advisory activities focus on financial planning and portfolio management for individuals and small businesses. The snapshot flags the firm as not an active ESG investor and not a capital allocator; it also lists an industry affiliation with an insurance company.
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
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Ravi Davis
Founder and CEOCRD 5677392
Gabriel Manriquez
Chief Compliance OfficerCRD 7837684
Contacts
3 of 4Deron Dong
Investment Adviser RepresentativeCRD 5762028

Susan Copeland
Head of Financial PlanningCRD 6222877

Julia Ullrich
FounderCRD 7771523
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westlake Village, CA
Ventura
Location
Westlake Village, CA
Headquartered in Westlake Village, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 30700 Russell Ranch Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Zephyr Wealth Management
RIAWestlake Village, CA
Calabasas Advisory Group, LLC
RIAWestlake Village, CA
Fischer Investment Strategies, LLC
RIAWestlake Village, CA
Winters Financial Group, Inc.
RIAWestlake Village, CA
Village Wealth Advisors
RIAWestlake Village, CA
DRH Investments, Inc.
RIAWestlake Village, CA