HC Advisors, LLC
HC Advisors, LLC is a Georgia-based registered investment adviser founded in 2012. With headquarters in Sandy Springs, GA, the firm provides discretionary and non-discretionary management of securities portfolios, third-party money management, financial planning, and consulting services. HC Advisors primarily serves individuals (including high net worth), estates, trusts, charitable organizations, and businesses. Daniel C. Henning is the Managing Member and sole principal owner. The firm has approximately 7-8 employees, the majority of whom are investment professionals.
Investment Strategy
HC Advisors offers personalized investment advisory services that focus on capital appreciation through portfolio management tailored to each client's needs. The firm manages both discretionary and non-discretionary portfolios for individuals, high net worth individuals, and select institutions. Its investment process emphasizes diversified asset allocation, prudent security selection, and regular portfolio monitoring. HC Advisors integrates financial planning and consulting as part of its service suite and aims to align investment strategies with the specific goals and risk tolerances of its clients.
Top Holdings
Equity Positions (58)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHR | SCHWAB STRATEGIC TR | 14.38% | $20.4M | 813,609 | $25.92 | $25.03 | +$166.6K |
F FDL | FIRST TR MORNINGSTAR DIV LEA | 11.24% | $15.9M | 380,189 | $30.75 | $41.87 | -$534.6K |
I IYW | ISHARES TR | 9.97% | $14.1M | 81,474 | $95.76 | $173.27 | +$2.3M |
S SCHE | SCHWAB STRATEGIC TR | 7.17% | $10.2M | 336,801 | $25.66 | $30.14 | +$727.2K |
D DES | WISDOMTREE TR | 4.45% | $6.3M | 198,304 | $25.44 | $31.76 | +$103.4K |