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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

HC FINANCIAL ADVISORS INC

CRD 110436

LAFAYETTE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:197cbfb1-a1cc-1bf1-b8e9-5136f042c2c7

Data as of Feb 7, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 5
On other graphs: 0
Observed: Mar 31, 2012 to Feb 7, 2022
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $535MItem 5.F on the latest filing (2022-02-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $535M
Private client RAUM: $532MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,008
Individual clients: 128
High net worth clients: 158
SEC number: 801-26182
CRD: 110436
Filings on the tape: 33
First filed: Mar 31, 2012
Latest filed: Feb 7, 2022
Organised: Corporation, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BIGGS, STEPHEN, CRAIG	CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER	C	yes	01/2012	Mar 31, 2012	Feb 7, 2022
BYRON, ANDREW, CAMERON	President	C	yes	01/2012	Mar 31, 2012	Feb 7, 2022
MCAVOY, KARLA, JEAN	CHIEF COMPLIANCE OFFICER, SECRETARY	C	yes	01/2012	Mar 31, 2012	Feb 7, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Feb 7, 2022	$535M	$535M	10	5	0	n/a	n/a
2020	Jan 25, 2021	$480M	$480M	11	6	0	n/a	n/a
2019	Feb 13, 2020	$425M	$425M	9	4	0	n/a	n/a
2018	Mar 19, 2019	$350M	$350M	7	3	0	n/a	n/a
2017	Feb 15, 2018	$352M	$352M	8	4	0	n/a	n/a
2016	Feb 15, 2017	$315M	$315M	7	4	n/a	n/a	n/a
2015	Mar 16, 2016	$264M	$264M	7	4	n/a	n/a	n/a
2014	Mar 20, 2015	$264M	$264M	7	4	n/a	n/a	n/a
2013	Feb 28, 2014	$243M	$243M	8	4	n/a	n/a	n/a
2012	Mar 22, 2013	$210M	$210M	7	4	n/a	n/a	n/a
2011	May 10, 2012	$191M	$191M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$535M	$480M	11.4%	$350M	15.2%	10	11	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
THE MATHER GROUP, LLC	4	Aug 9, 2022	Aug 19, 2022	LAFAYETTE, CA	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (3)

← BIGGS, STEPHEN, CRAIGOwnerCHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, ownership code C, individual
Mar 31, 2012 to presentfactForm ADV
← MCAVOY, KARLA, JEANOwnerCHIEF COMPLIANCE OFFICER, SECRETARY, ownership code C, individual
Mar 31, 2012 to presentfactForm ADV
← BYRON, ANDREW, CAMERONOwnerPRESIDENT, ownership code C, individual
Mar 31, 2012 to presentfactForm ADV

Moved with (1)

→ THE MATHER GROUP, LLCRegistered adviser4 advisors, firm absorbed, same day
Aug 9, 2022 to Aug 19, 2022factForm ADV

Registered with (7)

← STEPHEN CRAIG BIGGSAdvisorregistration: previous registration
Nov 12, 2009 to Aug 9, 2022factForm ADV
← TIMOTHY WINFIELD HARVEYAdvisorregistration: previous registration
Jun 9, 2021 to Aug 9, 2022factForm ADV
← KARLA JEAN MCAVOYAdvisorregistration: previous registration
Jan 27, 2012 to Aug 9, 2022factForm ADV
← Abigail Phillips HaslingAdvisorregistration: previous registration
May 22, 2019 to Aug 9, 2022factForm ADV
← JANE Baker LANGAdvisorregistration: previous registration
Jun 18, 2021 to Dec 8, 2021factForm ADV
← ANITA SINGHAdvisorregistration: previous registration
Sep 16, 2011 to Apr 23, 2012factForm ADV
← STEWART ALAN MCGUIREAdvisorregistration: previous registration
Nov 1, 2002 to Jul 7, 2008factForm ADV

Dated events

Occurred
Aug 9, 2022
Firm absorbed
HC Financial Advisors Inc's advisors moved to The Mather Group, LLC (Lafayette, CA): 4 of 4 registered, on the same day
Form ADVobserved 3 days ago
4 advisors
Occurred
Aug 9, 2022
Advisor changed firm
Timothy Winfield Harvey left Hc Financial Advisors Inc for The Mather Group, Llc (registered 2022-08-18)
Form ADVobserved 4 days ago
Occurred
Aug 9, 2022
Advisor changed firm
Abigail Phillips Hasling left Hc Financial Advisors Inc for The Mather Group, Llc (registered 2022-08-17)
Form ADVobserved 4 days ago
Occurred
Aug 9, 2022
Advisor changed firm
Stephen Craig Biggs left Hc Financial Advisors Inc for The Mather Group, Llc (registered 2022-08-19)
Form ADVobserved 4 days ago
Occurred
Aug 9, 2022
Advisor changed firm
Karla Jean Mcavoy left Hc Financial Advisors Inc for The Mather Group, Llc (registered 2022-08-19)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:197cbfb1-a1cc-1bf1-b8e9-5136f042c2c7
First observed: Mar 31, 2012
Last observed: Feb 7, 2022 56 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HC FINANCIAL ADVISORS INC

CRD 110436

LAFAYETTE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:197cbfb1-a1cc-1bf1-b8e9-5136f042c2c7

Data as of Feb 7, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:45 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BIGGS, STEPHEN, CRAIG

CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER

yes

01/2012

Mar 31, 2012

Feb 7, 2022

BYRON, ANDREW, CAMERON

President

yes

01/2012

Mar 31, 2012

Feb 7, 2022

MCAVOY, KARLA, JEAN

CHIEF COMPLIANCE OFFICER, SECRETARY

yes

01/2012

Mar 31, 2012

Feb 7, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Feb 7, 2022

$535M

n/a

2020

Jan 25, 2021

$480M

n/a

2019

Feb 13, 2020

$425M

n/a

2018

Mar 19, 2019

$350M

n/a

2017

Feb 15, 2018

$352M

n/a

2016

Feb 15, 2017

$315M

n/a

2015

Mar 16, 2016

$264M

n/a

2014

Mar 20, 2015

$264M

n/a

2013

Feb 28, 2014

$243M

n/a

2012

Mar 22, 2013

$210M

n/a

2011

May 10, 2012

$191M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$535M

$480M

11.4%

$350M

15.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

THE MATHER GROUP, LLC

Aug 9, 2022

Aug 19, 2022

LAFAYETTE, CA

Firm absorbed

RIA to RIA

100.0%