SIMI VALLEY, CACRD 143665Latest ADV March 17, 2026
Hbw Advisory Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Simi Valley, CA. Its latest Form ADV filing, dated March 17, 2026, reports $1.7B in regulatory assets under management, 72 employees, 50 offices, and 14,679 accounts.
Assets Under Management
$1.7B
Employees
72
Offices
50 offices
Total Clients
13,864
Primary office
SIMI VALLEY, CA
2655 1ST STREET, SUITE 250, SIMI VALLEY, CA, United States
Top client segmentIndividuals represent 98.8% of total clients.
Top client categories% of clientsClients
1
Individuals
98.8%
13,698
2
Corporations
0.6%
85
3
HNWI
0.6%
81
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 17, 2026
Discretionary97.6%
$1.7B
98% of total RAUM97.6%
Non-discretionary2.4%
$42M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.7B
Total Accounts14,679
10Y AUM Change+$1.4B (+443.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees72
Clients per Employee193:1
10Y Employee Change+24 (+50.0%)
* 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.