$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan · Wells Fargo
- Clients
- Retail
- Platforms
- Element
- Established Date
- 08-07-2023
- Office Locations
- 1
Office Locations
-- Houston TX
About HRC Financial
HRC Financial is a Houston, TX financial planning and investment management firm serving individuals and businesses. The firm provides retirement, tax, estate/legacy, education savings, and business planning with ongoing personalized guidance and an emphasis on client privacy. Portfolios are implemented primarily with ETFs, with custody through platforms such as Schwab and Fidelity.
Team overview
44 AVG AGE
$5.9M AVG AUM / ADVISOR
$267.7K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Prime zenith
Client Personas
Summit
Custodian
Pathway Alpha peak
Investment Themes
Catalyst timber Timber element Momentum Vital
Investment Vehicles
Horizon signal
Services
Matrix vector Crest legacy Summit Horizon Legacy Ridge Oak Foundation
Technology
Bridge bridge
Owner & Executives
HECTOR ROBERTO CASTELLANOS
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4964997
- Ownership
- 75% or more
(559) 511-8741
meridian.bridge@quantumcapital.com
in linkedin.com/in/zenith-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,890,008 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,890,008 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,890,008
Equity - Exchange:
44.8% Cash:
18.7% Public Funds:
36.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,897,372,004 | 44.8% |
| Cash | $791,983,403 | 18.7% |
| Public Funds | $1,545,849,959 | 36.5% |
| Total | $4,235,205,366 | 100.0% |