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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$229MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$229M

Private client RAUM

$229MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$57.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

29

Advisory employees

5

Offices

5Schedule D 1.F, beyond the principal office

Accounts

1,645

Individual clients

321

High net worth clients

61

Custody, client assets

$83.0M

SEC number

801-130237

CRD

169481

Filings on the tape

12

First filed

Apr 9, 2024

Latest filed

Sep 15, 2026

Organised

Limited Liability Company, CA

• Occurred

  Sep 20, 2024
  Advisor changed firm

  Todd Lee Latocha left Hippocratic Financial Advisors for Blackwater Financial (registered 2024-08-08)

  Form ADVobserved 6 days ago
• Occurred

  Apr 9, 2024
  First Form ADV filing

  Hippocratic Financial Advisors filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b25a8481-2e2a-504d-3562-0b0e1f57c4fb

First observed

Apr 9, 2024

Last observed

Sep 15, 2026 6 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.