Hundredfold Advisors provides portfolio management for investment companies.
Hundredfold Advisors reports 1 investment company. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($148M across 1 account) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $148M | 100.0% | $148M |
| Total | 1 | $148M | 100% | $148M |
- Clients
- 1
- Regulatory AUM
- $148M
- AUM share
- 100.0%
- Avg. per client
- $148M
Total
- Clients
- 1
- Regulatory AUM
- $148M
- AUM share
- 100%
- Avg. per client
- $148M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Hundredfold Advisors is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Simply Distribute Charitable Foundation owns 75% or more of Hundredfold Advisors. The leadership team of Hundredfold Advisors includes Chief Compliance Officer Mary Collins. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Hundredfold Advisors, LLC
Simply Distribute Charitable Foundation
Control person · since March 2004
Mary Collins
Trustee · Control person · since March 2004
Jeffrey Dawson
Trustee · since October 2006
Clinton Day
Trustee · Control person · since November 2019
Hundredfold Advisors’ regulatory assets fell from $167M (March 2021) to $148M (March 2026); clients were 1 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $148M | 1 | 2 | 1 |
| Mar 2025March 2025 | $145M | 1 | 2 | 1 |
| Mar 2024March 2024 | $183M | 1 | 2 | 1 |
| Mar 2023March 2023 | $250M | 1 | 2 | 1 |
| Mar 2022March 2022 | $279M | 1 | 2 | 1 |
| Mar 2021March 2021 | $167M | 1 | 2 | 1 |
Besides its headquarters, Hundredfold Advisors has 0 offices, with 1 listed address in 1 state.
Virginia · 1 listed address
- 272 Bendix Road, Ste. 600, Virginia BeachHQ
Contact and registration details
- Legal name
- Hundredfold Advisors, LLC
- Headquarters
- 272 Bendix Road, Ste. 600, Virginia Beach, VA 23452
- Website
- Not reported
- Phone
- 757-463-7600
- SEC file
- 801-63226
- Structure
- Virginia LLC
- Fiscal year end
- December
Hundredfold Advisors does not have custody of client assets.
How many clients does Hundredfold Advisors have?
Hundredfold Advisors has 1 client and manages $148 million for them, as of March 2026. They include 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Hundredfold Advisors offer?
Hundredfold Advisors provides portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Hundredfold Advisors have?
Hundredfold Advisors has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Hundredfold Advisors?
Hundredfold Advisors’ direct owner is Simply Distribute Charitable Foundation (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Hundredfold Advisors get paid?
Hundredfold Advisors 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 Hundredfold Advisors?
Hundredfold Advisors’ main office is at 272 Bendix Road, Ste. 600, Virginia Beach, VA 23452. Its phone number is 757-463-7600.