Hsc Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Forest, VA. Its latest Form ADV filing, dated February 6, 2026, reports $449M in regulatory assets under management, 10 employees, and 1,802 accounts.
Assets Under Management
$449M
Employees
10
Offices
--
Total Clients
462
Primary office
FOREST, VA
1563 CROSSINGS CENTRE DRIVE, SUITE 100, FOREST, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 44.8% of total clients.
Top client categories% of clientsClients
1
Individuals
44.8%
207
2
HNWI
36.6%
169
3
Pension Plans
15.2%
70
4
Charitable
3.5%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$449Mas of February 6, 2026
Discretionary100.0%
$449M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$449M
Total Accounts1,802
10Y AUM Change+$254M (+129.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee46:1
10Y Employee Change+2 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.