{"url":"https://nivawealth.com/firms/hinchley-advisory-group-157860","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157860","regulatoryAum":193080000,"crd":"157860","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2285315","suffix":null,"lastName":"HINCHLEY","firstName":"BRUCE","middleName":"DONALD"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-05-23","regulatoryAum":124704176,"clients":467,"employees":5,"offices":1},{"filedOn":"2025-01-30","regulatoryAum":154153354,"clients":406,"employees":5,"offices":1},{"filedOn":"2026-04-06","regulatoryAum":193080000,"clients":296,"employees":5,"offices":1}],"secFileNumber":"801-130374","legalName":"Hinchley Advisory Group, LLC","displayName":"Hinchley Advisory 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HNW)","clients":231,"regulatoryAum":66030931},{"label":"High-net-worth individuals","clients":65,"regulatoryAum":127049069}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"whole_balance","fee_tiers":[{"to":50000,"pct":2,"from":0},{"to":100000,"pct":1.5,"from":50000},{"to":250000,"pct":1,"from":100000},{"to":500000,"pct":0.75,"from":250000},{"to":null,"pct":0.5,"from":500000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040458","versionId":1040458,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-04-06","documentName":"HINCHLEY ADVISORY GROUP, LLC ADV BROCHURE","fee_rate_low":0.5,"fee_rate_high":2,"fee_negotiable":false,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:21:05.299879+00:00","documents":[{"name":"HINCHLEY ADVISORY GROUP, LLC ADV BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040458","versionId":1040458,"submittedOn":"2026-04-06"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Irving, TX","smaAssets":193080000}],"custodyNote":"Hinchley Advisory Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Bruce Hinchley","title":"President/Chief Compliance Officer","crd":"2285315"}],"ownership":[{"label":"Bruce Hinchley","detail":"President/chief compliance officer in the 75% or more ownership band and a control person, since April 2011."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"6746 South Revere Parkway, Suite B-140","city":"Centennial","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"303-284-8081","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":94},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"6 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/157860/PDF/157860.pdf","brochureDate":"6 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040458","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Hinchley Advisory Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hinchley Advisory Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hinchley Advisory Group charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hinchley Advisory Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hinchley Advisory Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hinchley Advisory Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hinchley Advisory Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hinchley Advisory Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Hinchley Advisory Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 6 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}