CRD: 169481
Hippocratic Financial Advisors
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-04-2013
- Office Locations
- 4
Office Locations
About Hippocratic Financial Advisors
Hippocratic Financial Advisors provides physician-specialized, fiduciary financial care for doctors from training through practice. Services span investment and retirement planning (401k/benefits), tax planning and preparation, insurance, legal support (estate/contract review/incorporation), and student loan repayment/forgiveness guidance with paperwork and servicer outreach. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between December 22, 2025 and May 7, 2026, reported AUM increased 34.5%, from $170.2M to $229.0M.
Across 3 reported observations, AUM increased 86.2% between September 24, 2024 and May 7, 2026, from $123.0M to $229.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 392 clients, or 78.4 clients per representative. That equates to $584.2K in reported AUM per client.
The profile lists 4 reported office locations and 12 years in operation. The source data was last updated on September 2, 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 Hippocratic Financial Advisors's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Hippocratic Financial Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RAVI DAVIS
Owner, President
- CRD
- #5677392
- Ownership
- 75% or more
GABRIEL BENJAMIN MANRIQUEZ
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Susan R Copeland
Founder
- CRD
- #6222877
Deron Dong
--
- CRD
- #5762028
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $229,008,823 | $139,215 |
| Non-Discretionary | $0 | -- |
| Total | $229,008,823 | $139,215 |
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
Hippocratic Financial Advisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.