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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HC ADVISORS LLC

CRD 165200

SANDY SPRINGS, GA

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:3dd47eae-87be-359e-9d9a-a2714bf31942

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Aug 15, 2012 to Jul 30, 2026
34 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: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $500MItem 5.F on the latest filing (2026-07-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $406M
Private client RAUM: $476MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $83.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 792
Individual clients: 104
High net worth clients: 102
SEC number: 801-77058
CRD: 165200
Filings on the tape: 34
First filed: Aug 15, 2012
Latest filed: Jul 30, 2026
Organised: Limited Liability Company, GA
Website: hc-adv.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL CHRISTOPHER HENNING	Certified Financial Planner	SANDY SPRINGS, GA	14	34	1	no
Kelly Dowdy	Certified Financial Planner	SANDY SPRINGS, GA	9	14	n/a	no
LILY MELINDA HSIEH	n/a	SANDY SPRINGS, GA	8	21	1	no
ANDREW S. KILLPACK	Certified Financial Planner	SANDY SPRINGS, GA	7	10	n/a	no
JOSEPH BRIAN SINGER	n/a	SANDY SPRINGS, GA	6	21	3	no
Michael Rhett Stacey	Certified Financial Planner	SANDY SPRINGS, GA	1	10	n/a	no

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
HENNING, DANIEL, CHRISTOPHER	MANAGING MEMBER/CHIEF EXECUTIVE OFFICER	E	yes	07/2012	Aug 15, 2012	Dec 2, 2024
HSIEH, LILY, MELINDA	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	Na	yes	10/2018	Oct 10, 2018	Dec 2, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HDWK, LLC	n/a	n/a	n/a	N	yes	n/a

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
2025	Mar 6, 2026	$500M	$406M	8	6	0	n/a	n/a
2024	Apr 18, 2025	$492M	$354M	7	5	0	n/a	n/a
2023	Mar 19, 2024	$625M	$415M	8	6	0	n/a	n/a
2022	Mar 13, 2023	$456M	$390M	8	6	0	n/a	n/a
2021	Mar 15, 2022	$421M	$393M	8	6	0	n/a	n/a
2020	Mar 25, 2021	$383M	$354M	9	7	0	n/a	n/a
2019	Mar 25, 2020	$294M	$287M	9	7	0	n/a	n/a
2018	Mar 12, 2019	$254M	$248M	7	5	0	n/a	n/a
2017	Mar 7, 2018	$261M	$258M	5	4	0	n/a	n/a
2016	Feb 28, 2017	$241M	$234M	5	4	n/a	n/a	n/a
2015	Feb 16, 2016	$220M	$213M	5	3	n/a	n/a	n/a
2014	Apr 6, 2015	$178M	$173M	3	3	n/a	n/a	n/a
2013	Feb 11, 2014	$165M	$161M	2	1	n/a	n/a	n/a
2012	Apr 1, 2013	$139M	$134M	3	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

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
2025	$500M	$492M	1.8%	$456M	3.1%	8	7	0	0

Relationships

Registered with (8)

← Michael Rhett StaceyAdvisorregistration: current employment
Jul 23, 2025 to presentfactForm ADV
← JOSEPH BRIAN SINGERAdvisorregistration: current employment
Feb 21, 2020 to presentfactForm ADV
← ANDREW S. KILLPACKAdvisorregistration: current employment
Feb 13, 2019 to presentfactForm ADV
← LILY MELINDA HSIEHAdvisorregistration: current employment
Jun 19, 2018 to presentfactForm ADV
← Kelly DowdyAdvisorregistration: current employment
Feb 10, 2017 to presentfactForm ADV
← DANIEL CHRISTOPHER HENNINGAdvisorregistration: current employment
Aug 22, 2012 to presentfactForm ADV
← PERRY LAMAR CHESNEYAdvisorregistration: previous registration
Oct 1, 2015 to Jul 1, 2024factForm ADV
← TERESA R MUNROAdvisorregistration: previous registration
Aug 30, 2012 to Dec 10, 2013factForm ADV

Controls (2)

← HENNING, DANIEL, CHRISTOPHEROwnerMANAGING MEMBER/CHIEF EXECUTIVE OFFICER, ownership code E, individual
Aug 15, 2012 to Dec 2, 2024factForm ADV
← HSIEH, LILY, MELINDAOwnerCHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER, ownership code NA, individual
Oct 10, 2018 to Dec 2, 2024factForm ADV

Dated events

Occurred
Jul 1, 2024
Advisor changed firm
Perry Lamar Chesney left Hc Advisors Llc for Tvamp, Llc (registered 2024-05-20)
Form ADVobserved 5 days ago
Occurred
Mar 19, 2024
Regulatory AUM changed
Hc Advisors Llc reported RAUM $625.4M, up 37% from $455.9M (2023-04-28 to 2024-03-19)
Form ADVobserved 5 days ago
$170M
Occurred
Aug 15, 2012
First Form ADV filing
Hc Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3dd47eae-87be-359e-9d9a-a2714bf31942
First observed: Aug 15, 2012
Last observed: Jul 30, 2026 52 days 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 ADVISORS LLC

CRD 165200

SANDY SPRINGS, GA

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:3dd47eae-87be-359e-9d9a-a2714bf31942

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:07 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL CHRISTOPHER HENNING

Certified Financial Planner

SANDY SPRINGS, GA

Kelly Dowdy

Certified Financial Planner

SANDY SPRINGS, GA

n/a

LILY MELINDA HSIEH

n/a

SANDY SPRINGS, GA

ANDREW S. KILLPACK

Certified Financial Planner

SANDY SPRINGS, GA

n/a

JOSEPH BRIAN SINGER

n/a

SANDY SPRINGS, GA

Michael Rhett Stacey

Certified Financial Planner

SANDY SPRINGS, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HENNING, DANIEL, CHRISTOPHER

MANAGING MEMBER/CHIEF EXECUTIVE OFFICER

yes

07/2012

Aug 15, 2012

Dec 2, 2024

HSIEH, LILY, MELINDA

CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER

yes

10/2018

Oct 10, 2018

Dec 2, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HDWK, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$500M

$406M

n/a

2024

Apr 18, 2025

$492M

$354M

n/a

2023

Mar 19, 2024

$625M

$415M

n/a

2022

Mar 13, 2023

$456M

$390M

n/a

2021

Mar 15, 2022

$421M

$393M

n/a

2020

Mar 25, 2021

$383M

$354M

n/a

2019

Mar 25, 2020

$294M

$287M

n/a

2018

Mar 12, 2019

$254M

$248M

n/a

2017

Mar 7, 2018

$261M

$258M

n/a

2016

Feb 28, 2017

$241M

$234M

n/a

2015

Feb 16, 2016

$220M

$213M

n/a

2014

Apr 6, 2015

$178M

$173M

n/a

2013

Feb 11, 2014

$165M

$161M

n/a

2012

Apr 1, 2013

$139M

$134M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$500M

$492M

1.8%

$456M

3.1%