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HSC Wealth Advisors

HSC Wealth Advisors. CRD 105103

HSC Wealth Advisors logo

CRD: 105103

HSC Wealth Advisors

$449.2M Total AUM
$449.2M Disc. AUM
-- 3Y CAGR
10 Employees
462 ADV. Clients
42 yrs Firm Age

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Firm Details

Custodian
Axos · Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
Available
Established Date
03-16-1984
Office Locations
1

Office Locations

1563 Crossings Centre Drive Suite 100 Forest VA

About HSC Wealth Advisors

HSC Wealth Advisors is an independent, fee-only fiduciary RIA in Central Virginia serving families, executives, and business owners with integrated financial planning and investment management/portfolio construction (including ETFs), plus retirement, tax, estate, education, and charitable-giving planning. The team includes CFP professionals and follows a structured 7-step onboarding process. Typically best for clients with $500k+ investable assets; custody includes Schwab and Fidelity/NFS.

Team overview

42 AVG AGE
$49.9M AVG AUM / ADVISOR
$972.3K AVG AUM / CLIENT
9.5 yrs AVG TENURE
10 Employees
9 Advisory Reps
9 RIA Reps
42yrs Firm Age

Insights

Available
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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

JOEL ERIK BENGDS

JOEL ERIK BENGDS

Financial Planner, VICE PRESIDENT

CRD
#5096901
Ownership
25% but less than 50%
Available
Available
Available
JOSEPH DIXON ESKRIDGE JR

JOSEPH DIXON ESKRIDGE JR

Chief Compliance Officer, Financial Planner, President

CRD
#6000429
Ownership
25% but less than 50%
Available
Available
Available

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Contacts

AIDEN JOEL ERIK BENGDS

AIDEN JOEL ERIK BENGDS

Paraplanner

CRD
#7966722
Available
Available
Available
R

RYAN CHRISTOPHER BRILEY

Paraplanner

CRD
#8105439
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-11-2022
03-29-2023
01-23-2024
01-29-2025
02-06-2026
Category Assets AVG. Account size
Discretionary $449,210,824 $249,285
Non-Discretionary $0 --
Total $449,210,824 $249,285

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
Private Funds:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
Private Funds Available Available
Total Available Available

13F Holdings | Q2 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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