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- 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.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
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
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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