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Hutchinson Financial Advisors, Inc.
Hutchinson Financial Advisors, Inc. is an independent investment advisory firm based in Glen Allen, Virginia, founded in 1997. The firm provides active management and comprehensive financial planning services, including insurance, tax, estate management, and retirement plan advice. With approximately 4 employees, they specialize in delivering personalized wealth management solutions to individual clients, aiming to help secure their financial future through fiduciary responsibility and personal attention.
Investment Strategy
Hutchinson Financial Advisors focuses on a risk management approach to investment management, aiming to maximize returns while controlling and mitigating risk in client portfolios. The firm utilizes proprietary investment methodologies tailored to individual client goals, both short- and long-term, eschewing 'cookie cutter' strategies in favor of dynamic, adaptive planning suitable for complex and changing global markets. The overall philosophy is to develop, implement, and adjust financial plans to meet client objectives throughout various stages of life.
Latest 13F Filing Activity
Hutchinson Financial Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 66 equity positions with a total 13F market value of $102M. The fund increased holdings in World Gold TR SPDR Gold Minishares TR New, Dover Corp. Com, SPDR Index SHS FDS SPDR Port Developed World Ex-us Etf among other positions. Hutchinson Financial Advisors, Inc. reduced exposure to Enbridge Inc. Com Isin#ca29250n1050, Crowdstrike HLDGS Inc. CL A, Mastercard Inc. CL A among others.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 4.84% | $4.9M | 9,502 | $497.78 | $517.95 | +$280.2K |
| ALPHABET INC CL A | 3.74% | $3.8M | 15,645 | $176.57 | $243.10 | +$1.1M | |
G GLDM | WORLD GOLD TR SPDR GOLD MINISHARES TR NEW | 3.66% | $3.7M | 48,768 | $71.79 | $76.45 | +$2.4M |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 3.48% | $3.5M | 7,039 | $488.71 | $502.74 | +$711.1K | |
A AAPL | APPLE INC COM | 3.24% | $3.3M | 12,942 | $206.10 | $254.63 | +$690.0K |
Industry Allocation
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