This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-22-2012
- Office Locations
- 1
Office Locations
About HC Advisors LLC
HC Advisors LLC is a Sandy Springs, GA RIA serving retail and institutional clients, with a focus on business owners and entrepreneurs. The team provides financial planning alongside tax and estate planning, insurance, and ongoing asset management/portfolio construction. Portfolios make meaningful use of public funds and ETFs with some fixed income exposure, and custody includes Charles Schwab; the firm runs on Tamarac.
Reported data analysis
What the numbers show
Between April 18, 2025 and July 30, 2026, reported AUM increased 1.8%, from $491.5M to $500.2M.
Across 5 reported observations, AUM increased 18.9% between April 26, 2022 and July 30, 2026, from $420.7M to $500.2M.
Of the latest reported AUM, 81.2% is discretionary and 18.8% is non-discretionary.
The firm reports 6 advisory representatives and 206 clients, or 34.3 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review HC Advisors LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full HC Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANIEL CHRISTOPHER HENNING
Chief Executive Officer, Managing Member
- CRD
- #2878734
- Ownership
- 75% or more
LILY MELINDA HSIEH
Advisor, Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #4920024
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Kelly Dowdy
Advisor
- CRD
- #6747420
ANDREW S. KILLPACK
Investment Advisor
- CRD
- #7071610
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $405,977,998 | $570,996 |
| Non-Discretionary | $94,196,514 | $1,162,920 |
| Total | $500,174,512 | $631,533 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
HC Advisors LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
HC Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.