Firm profile

HINCHLEY ADVISORY GROUP, LLC

CENTENNIAL, COCRD 157860Latest ADV April 6, 2026

Hinchley Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Centennial, CO. Its latest Form ADV filing, dated April 6, 2026, reports $193M in regulatory assets under management, 5 employees, and 917 accounts.

Assets Under Management
$193M
Employees
5
Offices
--
Total Clients
296
Primary office
CENTENNIAL, CO
6746 SOUTH REVERE PARKWAY, SUITE B-140, CENTENNIAL, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOHINCHLEY, BRUCE, DONALD

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 78.0% of total clients.
Top client categories% of clientsClients
1
Individuals
78.0%
231
2
HNWI
22.0%
65

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$193Mas of April 6, 2026
Discretionary100.0%
$193M
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.

Total AUM$193M
Total Accounts917
10Y AUM Change+$68M (+54.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee59:1
10Y Employee Change0 (0.0%)

* 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.