Investment adviser · CRD 108676
HCR WEALTH ADVISORS
Investment adviser filing (IA)
LOS ANGELES, CA, United States · Form ADV filed Aug 24, 2026
- Regulatory AUM
- $1.96B Form ADV · Item 5.F
- Client accounts
- 3,191 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 420 | $1,802,258,126 | 92.0% |
| Individuals | 517 | $146,362,328 | 7.5% |
| Charities | Fewer than 5 | $5,239,012 | 0.3% |
| Pooled investment vehicles | 1 | $2,334,042 | 0.1% |
| Retirement plans | Fewer than 5 | $1,892,760 | 0.1% |
| Corporations & businesses | Fewer than 5 | $53,505 | 0.0% |
Filing source
Form ADV 2125685 · Aug 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CR PROJECTReal Estate Fund · Last reported Aug 24, 2026$2.33MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
LMHS, P.C.
PCAOB 3373
Fund details & source
- Fund ID
- 805-6788249418
- Reported beneficial owners
- 10
- Minimum commitment
- $100K
Form ADV 2125685 · Aug 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
10866 WILSHIRE BLVD., SUITE 1600LOS ANGELES, CA, 90024, United States
CRD 108676
Filing source
Form ADV 2125685 · Aug 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.