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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between January 30, 2025 and April 6, 2026, reported AUM increased 25.3%, from $154.2M to $193.1M.
Across 3 reported observations, AUM increased 54.8% between November 8, 2024 and April 6, 2026, from $124.7M to $193.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 296 clients, or 296 clients per representative. That equates to $652.3K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on April 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
SMA allocation detail is available
Hinchley Advisory Group, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.