Hippocratic Financial Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Hippocratic Financial Advisors reports 382 clients. They include 321 individual clients and 61 high-net-worth individuals. Of its assets, 100.0% ($229M across 1,645 accounts) are managed with discretion. It advised 10 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 42% |
| High-net-worth individuals | 16% | 58% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 321 | $96.9M | 42.3% | $302K |
| High-net-worth individuals | 61 | $132M | 57.7% | $2.17M |
| Total | 382 | $229M | 100% | $599K |
- Clients
- 321
- Regulatory AUM
- $96.9M
- AUM share
- 42.3%
- Avg. per client
- $302K
- Clients
- 61
- Regulatory AUM
- $132M
- AUM share
- 57.7%
- Avg. per client
- $2.17M
Total
- Clients
- 382
- Regulatory AUM
- $229M
- AUM share
- 100%
- Avg. per client
- $599K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 10
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Hippocratic Financial Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting is a fixed fee that can vary by up to $10,000 depending on the arrangement reached with the client.
Ravi Davis owns 75% or more of Hippocratic Financial Advisors. The leadership team of Hippocratic Financial Advisors includes President Ravi Davis and Chief Compliance Officer Gabriel Manriquez. It has 29 employees, 5 of them in advisory roles.
Leadership
- Ravi DavisPresident
- Gabriel ManriquezChief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 29 employees
- 5 in advisory functions
- 4 state-registered reps
- 4 insurance agents
- Owns 75% or more of Hippocratic Financial Advisors LLC
Ravi Davis
Control person · since November 2013
Hippocratic Financial Advisors’ regulatory assets grew 1.9× from $123M (May 2024) to $229M (September 2026); clients rose from 296 to 382 and employees from 11 to 29.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $229M | 382 | 29 | 6 |
| April 2025 | $170M | 320 | 9 | 3 |
| May 2024 | $123M | 296 | 11 | 3 |
Besides its headquarters, Hippocratic Financial Advisors has 5 offices (5 private residences, listed without an address), with 1 listed address in California.
California · 1 listed address
- 30700 Russell Ranch Road, Suite 250, Westlake VillageHQ
Contact and registration details
- Legal name
- Hippocratic Financial Advisors LLC
- Headquarters
- 30700 Russell Ranch Road, Suite 250, Westlake Village, CA 91362
- Website
- hippocratic.com
- Phone
- 866-447-2380
- @hippocratic
- SEC file
- 801-130237
- Structure
- California LLC
- Fiscal year end
- December
Hippocratic Financial Advisors uses Charles Schwab ($228M) as custodian for its separately managed accounts. Hippocratic Financial Advisors has custody of $83M in client assets for 261 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $228M100%
At year end, Hippocratic Financial Advisors’ separately managed accounts were mostly in funds (98%). Its reported 13F holdings for the quarter ended 30 June 2026 total $265M across 39 positions; the largest are iShares TR (24.5%), Dimensional ETF Trust (13.6%) and SPDR Series Trust (12.6%).
What the accounts hold
- Stocks1%
- Funds98%
- Cash1%
Reported 13F holdings
- $265M
- Reported 13F value
- 39
- Positions
- 87.4%
- In the 10 largest
- +16.3%
- Value vs. prior quarter
- iShares TR · Rus 1000 ETF24.5%
- Dimensional ETF Trust · US High Prof ETF13.6%
- SPDR Series Trust · ST Str Blo 1 ETF12.6%
- Doubleline ETF Trust · Mult Sec Inc. ETF11.2%
- Dimensional ETF Trust · Intl Core Equity8.2%
- Dimensional ETF Trust · US Cor Equ 2 ETF4.3%
- Dimensional ETF Trust · Emerging Mkts CO4.2%
- Doubleline ETF Trust · Oppo Core BD ETF3.5%
- Dimensional ETF Trust · US Small Cap ETF2.8%
- Select Sector SPDR TR · ST Str Util ETF2.5%
Together, the ten largest are 87.4% of reported value.
How many clients does Hippocratic Financial Advisors have?
Hippocratic Financial Advisors has 382 clients and manages $229 million for them, as of September 2026. They include 321 individual clients and 61 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 September 2026
What services does Hippocratic Financial Advisors offer?
Hippocratic Financial Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Hippocratic Financial Advisors use?
Hippocratic Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $228M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 September 2026
How many financial advisors does Hippocratic Financial Advisors have?
Hippocratic Financial Advisors has 4 investment adviser representatives registered with state securities authorities, out of 29 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hippocratic Financial Advisors invest in?
At the end of its last fiscal year, Hippocratic Financial Advisors’ separately managed accounts held 98% registered funds (mutual funds, ETFs, BDCs), 1% 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 Hippocratic Financial Advisors?
Hippocratic Financial Advisors’ direct owner is Ravi Davis (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 September 2026
How does Hippocratic Financial Advisors get paid?
Hippocratic Financial Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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 Hippocratic Financial Advisors?
Hippocratic Financial Advisors’ main office is at 30700 Russell Ranch Road, Suite 250, Westlake Village, CA 91362. Its phone number is 866-447-2380. Its website is hippocratic.com.