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H••••••• C••••••, LLC, CRD 332277
MT. PLEASANT, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| B•••• D•••• S•••• | n/a | Clifton Park, NY | MT. PLEASANT, SC | 1 | 13 | 3 | no |
| E••• S•••• C•• | n/a | MT. PLEASANT, SC | 1 | 32 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| C•••• T••••• B••••• | MANAGING DIRECTOR | C | yes | 06/2024 | Jul 16, 2024 | Aug 7, 2024 |
| C••• E•••• S•••• | MANAGING DIRECTOR | D | yes | 06/2024 | Jul 16, 2024 | Aug 7, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Jacksonville | FL | United States | 3 | yes |
| Jacksonville | FL | United States | 2 | yes |
| ST. AUGUSTINE | FL | United States | 1 | yes |
| n/a | n/a | n/a | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | 10.0% | 0 | 0 | 0 | 10 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $559M | $403M | 38.8% | n/a | n/a | 19 | 19 | 4 | 4 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| M••••••• F•••••••• G••••• I••• | 3 | Dec 18, 2024 | Dec 9, 2025 | JACKSONVILLE, FL | Team lift out | RIA to new firm | 9.7% |
| M••••••• F•••••••• G••••• I••• | 2 | Dec 18, 2024 | Jan 13, 2025 |
| no |
| S•••• M••••• D••••• | Certified Financial Planner | MT. PLEASANT, SC | 1 | 31 | 3 | no |
| M••••• T• C••••••• | Certified Financial Planner | MT. PLEASANT, SC | 1 | 10 | 1 | no |
| T•••• B••••• C••• | Chartered Financial Analyst | MT. PLEASANT, SC | Jacksonville, FL | 1 | 18 | 5 | no |
| J••• D•••• P••••••• | n/a | MT. PLEASANT, SC | Jacksonville, FL | 1 | 22 | 6 | no |
| M••••••• B•••••• E•••• | n/a | MT. PLEASANT, SC | Jacksonville, FL | 1 | 17 | 1 | no |
| A•••••••• M•••••• D•• | n/a | MT. PLEASANT, SC | 1 | 11 | n/a | no |
| D•••• W•••••• U••••••• | n/a | MT. PLEASANT, SC | St. Augustine, FL | 0 | 12 | 1 | no |
| M•••••• J• M•••••••• | n/a | St. Augustine, FL | MT. PLEASANT, SC | 0 | 13 | n/a | no |
| MANAGING DIRECTOR |
| C |
| yes |
| 06/2024 |
| Jul 16, 2024 |
| Aug 7, 2024 |
| G••••••• S••••• A•• | CHIEF COMPLIANCE OFFICER | Na | no | 07/2024 | Jul 16, 2024 | Aug 7, 2024 |
| $482M |
| 19 |
| 12 |
| 4 |
| n/a |
| n/a |
| 2024 | Mar 4, 2025 | $403M | $403M | 19 | 9 | 4 | n/a | n/a |
| ROCKVILLE, MD |
| Team lift out |
| RIA to new firm |
| 6.5% |
| M••••••• F•••••••• G••••• I••• | 3 | Dec 18, 2024 | Dec 20, 2024 | MOUNT PLEASANT, SC | Team lift out | RIA to new firm | 9.7% |