A complete list of active advisors currently associated with H. C. Denison Co.

Warmer can help you find a great advisor at H. C. Denison Co. or one who fits your needs even better.

H.C. Denison Co. provides ongoing portfolio management and investment advisory services to individuals, high‑net‑worth clients, charitable organizations, and business entities, typically documenting client goals and risk tolerances in an Investment Policy Statement. The firm reports about $310 million in discretionary assets across roughly 343 client accounts and maintains an account minimum (generally $25,000). The firm employs a mix of analytical methods — including charting, cyclical, fundamental, quantitative, modern portfolio theory, and technical analysis — and pursues a long‑term trading approach while offering discretionary authority to implement client portfolios across mutual funds, fixed income, ETFs (including precious metals), real estate funds, annuities, TIPS, and select non‑U.S. securities. H.C. Denison requires clients to use a specified broker‑dealer/custodian and discloses that it may receive research or other soft‑dollar benefits from custodians and broker‑dealers. Notably, several supervised persons are registered representatives of an affiliated broker‑dealer and hold insurance licenses, and the firm discloses that these activities can result in commissionable sales and related conflicts of interest that are documented for clients. The brochure also discloses prior regulatory actions and consent orders related to broker‑dealer registration and pre‑registration transactions (including matters in 2009, 2010, and 2022) that have been resolved with fines and registration remediation.

To learn more about the advisors currently working at H. C. Denison Co., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.