Hinchley Advisory Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 251–500 clients last fiscal year.
Hinchley Advisory Group reports 296 clients. They include 231 individual clients and 65 high-net-worth individuals. Of its assets, 100.0% ($193M across 917 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 34% |
| High-net-worth individuals | 22% | 66% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 231 | $66M | 34.2% | $286K |
| High-net-worth individuals | 65 | $127M | 65.8% | $1.95M |
| Total | 296 | $193M | 100% | $652K |
- Clients
- 231
- Regulatory AUM
- $66M
- AUM share
- 34.2%
- Avg. per client
- $286K
- Clients
- 65
- Regulatory AUM
- $127M
- AUM share
- 65.8%
- Avg. per client
- $1.95M
Total
- Clients
- 296
- Regulatory AUM
- $193M
- AUM share
- 100%
- Avg. per client
- $652K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Hinchley Advisory Group charges 0.50%–2.00% a year for its Portfolio Management Services. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is not negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$50K | 2.00% |
| $50K–$100K | 1.50% |
| $100K–$250K | 1.00% |
| $250K–$500K | 0.75% |
| $500K and above | 0.50% |
Fee details and sources
Bruce Hinchley owns 75% or more of Hinchley Advisory Group. The leadership team of Hinchley Advisory Group includes President Bruce Hinchley. It has 5 employees, 1 of them in advisory roles.
Staff
- 5 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Hinchley Advisory Group, LLC
Bruce Hinchley
Control person · since April 2011
Hinchley Advisory Group’s regulatory assets grew 1.5× from $125M (May 2024) to $193M (April 2026); clients fell from 467 to 296 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $193M | 296 | 5 | 1 |
| Jan 2025January 2025 | $154M | 406 | 5 | 1 |
| May 2024May 2024 | $125M | 467 | 5 | 1 |
Besides its headquarters, Hinchley Advisory Group has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- 6746 South Revere Parkway, Suite B-140, CentennialHQ
Contact and registration details
- Legal name
- Hinchley Advisory Group, LLC
- Headquarters
- 6746 South Revere Parkway, Suite B-140, Centennial, CO 80112
- Website
- hinchleyandco.com
- Phone
- 303-284-8081
- SEC file
- 801-130374
- Structure
- Colorado LLC
- Fiscal year end
- December
Hinchley Advisory Group’s named custodian for separately managed accounts is Charles Schwab ($193M). Hinchley Advisory Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Irving, TX · $193M100%
At year end, Hinchley Advisory Group’s separately managed accounts were mostly in funds (94%).
What the accounts hold
- Stocks5%
- Funds94%
- Cash1%
How many clients does Hinchley Advisory Group have?
Hinchley Advisory Group has 296 clients and manages $193 million for them, as of April 2026. They include 231 individual clients and 65 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 April 2026
What services does Hinchley Advisory Group offer?
Hinchley Advisory Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hinchley Advisory Group charge?
Hinchley Advisory Group charges 0.50%–2.00% a year for its Portfolio Management Services. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is not negotiable.
Source: HINCHLEY ADVISORY GROUP, LLC ADV BROCHURE, filed 6 April 2026
Which custodians does Hinchley Advisory Group use?
Hinchley Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Irving, TX), with $193M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 April 2026
How many financial advisors does Hinchley Advisory Group have?
Hinchley Advisory Group has 1 investment adviser representative registered with state securities authorities, out of 5 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hinchley Advisory Group invest in?
At the end of its last fiscal year, Hinchley Advisory Group’s separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hinchley Advisory Group?
Hinchley Advisory Group’s direct owner is Bruce Hinchley (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 April 2026
How does Hinchley Advisory Group get paid?
Hinchley Advisory Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hinchley Advisory Group?
Hinchley Advisory Group’s main office is at 6746 South Revere Parkway, Suite B-140, Centennial, CO 80112. Its phone number is 303-284-8081. Its website is hinchleyandco.com.
