{"url":"https://nivawealth.com/firms/hundredfold-advisors-131854","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/131854","regulatoryAum":148216588,"crd":"131854","history":[{"filedOn":"2021-03-26","regulatoryAum":166800000,"clients":1,"employees":2,"offices":1},{"filedOn":"2022-03-17","regulatoryAum":278500000,"clients":1,"employees":2,"offices":1},{"filedOn":"2023-03-24","regulatoryAum":249600000,"clients":1,"employees":2,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":182858303,"clients":1,"employees":2,"offices":1},{"filedOn":"2025-03-26","regulatoryAum":144998889,"clients":1,"employees":2,"offices":1},{"filedOn":"2026-03-19","regulatoryAum":148216588,"clients":1,"employees":2,"offices":1}],"secFileNumber":"801-63226","legalName":"Hundredfold Advisors, LLC","displayName":"Hundredfold Advisors","slug":"hundredfold-advisors-131854","website":null,"classification":{"segment":"registered_funds","segmentLabel":"Fund management","type":"fund_manager","typeLabel":"Mutual funds & ETFs","feeDisclosure":"payment_only"},"founded":null,"organization":"Virginia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"272 Bendix Road, Ste. 600","city":"Virginia Beach","state":"VA","stateName":"Virginia","country":"United States","postalCode":"23452"},"tradeNames":[],"registration":{"secApproved":"30 June 2004","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":2,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":148216588,"discretionary":148216588,"discretionaryAccounts":1,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Investment companies","clients":1,"regulatoryAum":148216588}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Hundredfold Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Mary Collins","title":"Chief Compliance Officer","crd":"1838058"},{"name":"Mary Collins","title":"Managing Member","crd":"1838058"},{"name":"Ralph Doudera","title":"Managing Member","crd":"70839"}],"ownership":[{"label":"Simply Distribute Charitable Foundation","detail":"Owner in the 75% or more ownership band and a control person, since March 2004."},{"label":"Mary Collins","detail":"Indirect owner: trustee of Simply Distribute Charitable Foundation and a control person, since March 2004.","parent":"Simply Distribute Charitable Foundation"},{"label":"Jeffrey Dawson","detail":"Indirect owner: trustee of Simply Distribute Charitable Foundation, since October 2006.","parent":"Simply Distribute Charitable Foundation"},{"label":"Clinton Day","detail":"Indirect owner: trustee of Simply Distribute Charitable Foundation and a control person, since November 2019.","parent":"Simply Distribute Charitable Foundation"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"272 Bendix Road, Ste. 600","city":"Virginia Beach","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"757-463-7600","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for investment companies"],"financialPlanningClients":"0","assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"19 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/131854/PDF/131854.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Hundredfold Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hundredfold Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Hundredfold Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hundredfold Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hundredfold Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Hundredfold Advisors?","answer":"Hundredfold Advisors’ main office is at 272 Bendix Road, Ste. 600, Virginia Beach, VA 23452. Its phone number is 757-463-7600.","source":"Form ADV Part 1A, Item 1.F, filed 19 March 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."}