WESTLAKE VILLAGE, CACRD 169481Latest ADV March 24, 2026
Hippocratic Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westlake Village, CA. Its latest Form ADV filing, dated March 24, 2026, reports $229M in regulatory assets under management, 29 employees, 3 offices, and 1,645 accounts.
Assets Under Management
$229M
Employees
29
Offices
3 offices
Total Clients
382
Primary office
WESTLAKE VILLAGE, CA
30700 RUSSELL RANCH ROAD, SUITE 250, WESTLAKE VILLAGE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.0% of total clients.
Top client categories% of clientsClients
1
Individuals
84.0%
321
2
HNWI
16.0%
61
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$229Mas of March 24, 2026
Discretionary100.0%
$229M
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$229M
Total Accounts1,645
10Y AUM Change+$106M (+86.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee13:1
10Y Employee Change+18 (+163.6%)
* 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.