HC Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HC Advisors serves individuals (including high-net-worth clients), retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations and other entities, offering discretionary and non‑discretionary portfolio management, access to third‑party money managers, and financial planning and consulting. The firm manages roughly $500 million in client assets across a few hundred accounts and requires a written advisory agreement before commencing services.
The firm customizes portfolios to client goals and risk profiles using a mix of analytical methods (fundamental, technical, cyclical) and Modern Portfolio Theory, employing strategies that range from long‑term buy‑and‑hold to shorter‑term trading and balanced allocations. HC Advisors also uses third‑party managers for asset class specialization, conducts ongoing monitoring and rebalancing, and can operate with either discretionary trading authority or non‑discretionary recommendations depending on client preference.
Distinctive aspects include an affiliation with an accounting firm owned by the firm’s principal, with reciprocal referral arrangements and disclosed conflicts of interest; the principal also allocates time to providing tax and accounting services in addition to investment advisory work. The firm’s willingness to employ derivatives and borrowing in separately managed accounts — for example, options strategies and margin — is another feature that is less common among similar team‑based advisers.
Client services
Expertise
Occupation focus
Fee options
Flat financial planning fees range from $1,500 to $4,000 depending on scope and complexity; flat portfolio management fees may range from $100 to $25,000 per quarter, negotiated per client
Financial planning hourly fees range from $150 to $480 for broad-based planning; $350 for modular/consultative planning; fees are negotiable
Account minimum: $250,000 Minimum fee: Minimum annual fee of $3,750 to open and maintain a portfolio management account; minimums are negotiable and may be waived
Main office
750 Hammond Drive, Building 1, Suite 200
Sandy Springs GA 30328
Advisors at this office
6
Most active in
Florida · Georgia · North Carolina · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kelly D
CFP®
Sandy Springs, GA
HC Advisors LLC
Kelly Dowdy is a CFP® professional with nine years of experience at HC Advisors LLC and fourteen years at Henning, Dowdy & Jones, LLC, where she serves as Managing Partner of the CPA firm. She is based in Sandy Springs, GA. HC Advisors LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a range of investment strategies and offers both discretionary and non-discretionary portfolio management along with modular financial planning and consulting services.
Andrew K
CFP®, Series 65
Sandy Springs, GA
HC Advisors LLC
Andrew Killpack is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked at HC Advisors LLC since 2019 and also serves as a Tax Manager at Henning, Dowdy & Jones, LLC, a CPA firm. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of investment strategies, including long-term buy-and-hold, balanced allocations, and occasional short-term trading, and offers both discretionary and non-discretionary portfolio management.
Joseph S
Series 63, Series 65
Sandy Springs, GA
HC Advisors LLC
Joseph Singer is a financial advisor at HC Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Outside of his advisory role, he is a managing partner at J.SINGER & CO., LLC, where he serves as CFO to a family office and consults for board advisors. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and other business entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with access to third-party money managers.
Michael S
CFP®, Series 63
Sandy Springs, GA
HC Advisors LLC
Michael Stacey is a CFP® with three years of industry experience and is currently with HC Advisors LLC. His prior experience includes roles at UBS and Northwestern Mutual. Outside of his advisory work, he manages business and personal tax preparation through HDWK, LLC. HC Advisors LLC serves individuals, retirement plans, trusts, and various entities, managing approximately $500 million in client assets. The firm customizes portfolios using a mix of analytical methods and Modern Portfolio Theory, offers both discretionary and non-discretionary services, and incorporates third-party money managers and specialized strategies such as options and margin.
Daniel H
CFP®, Series 65
Sandy Springs, GA
HC Advisors LLC
Daniel Henning is a CFP® and Series 65 credentialed advisor with 22 years of industry experience. He has been with HC Advisors LLC since 2012 and is also a senior partner at Henning Dowdy & Jones LLC, an accounting firm. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a range of strategies tailored to client objectives, including fundamental, technical, and cyclical analysis, and offers discretionary and non-discretionary portfolio management along with access to third-party money managers.
Lily H
Series 63, Series 65, Series 66
Sandy Springs, GA
HC Advisors LLC
Lily Hsieh is a financial advisor at HC Advisors LLC with 8 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at HC Advisors since 2015, having previously been with Stanford Group Company. Outside of her advisory role, she serves as an uncompensated Chief Operating Officer at Henning, Dowdy, Jones, LLC. HC Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary portfolio management, access to third-party money managers, and financial planning. The firm employs a variety of investment strategies tailored to client goals and risk profiles, ranging from long-term buy-and-hold to shorter-term trading, and integrates analytical methods alongside Modern Portfolio Theory.
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