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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- NorthSignal
- Established Date
- 11-29-2011
- Office Locations
- 1
Office Locations
About Hinchley Advisory Group, LLC
Hinchley Advisory Group (Hinchley & Company) is a Colorado-based RIA and CPA firm serving high-income professionals with integrated investment, tax, insurance, estate/legal, and debt planning under a fiduciary standard. Portfolios emphasize asset allocation using public funds and ETFs with a tax-mitigation lens. Notable for pairing experience since 1998 with proprietary planning software and modern fintech; custody primarily at Schwab.
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Owner & Executives
BRUCE DONALD HINCHLEY
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #2285315
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $193,080,000 | $210,556 |
| Non-Discretionary | $0 | -- |
| Total | $193,080,000 | $210,556 |
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Separately Managed Accounts
Total SMA Asset: $193,080,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $516,989,155 | 25.9% |
| Equity - Exchange | $936,169,551 | 46.9% |
| Cash | $542,938,417 | 27.2% |
| Total | $1,996,097,123 | 100.0% |