Hinchley Advisory Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$193,080,000
Clients
296
22% high-net-worth
Advisors
1
of 5 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
296
Very HighAverage account size
$652,297
About
The firm provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), as well as trusts, estates, charitable organizations, and other business entities. It combines ongoing portfolio oversight with customized strategies and model portfolios, serving about 296 clients and managing roughly $193.08 million in discretionary assets.
The adviser employs a mix of fundamental, technical and cyclical analysis and uses five model allocations (Growth, Moderate Growth, Balanced, Moderately Conservative, and Conservative), primarily implementing investments in mutual funds, variable annuities, and variable life insurance. Services are delivered on a discretionary basis with regular monitoring, semi‑annual account reviews, and financial planning provided at no additional charge.
Distinctively for a supported firm, it operates as a solo practice with a high client‑per‑advisor ratio and maintains several uncommon affiliations: an affiliated accounting and mortgage brokerage business, licensed insurance activity that generates commission compensation separate from advisory fees, and ownership roles in small private real‑estate entities that are not broadly offered to clients. The firm has disclosed controls intended to limit custody conflicts related to those real‑estate interests (such as removing access to the fund bank account and engaging an independent accountant) and transitioned from state registration to SEC registration in 2024.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
$0 - $50,000: 2.00% $50,001 - $100,000: 1.50% $100,001 - $250,000: 1.00% $250,001 - $500,000: 0.75% $500,001+: 0.50%
Insurance commissions earned by Bruce D. Hinchley as an independent insurance agent are separate and in addition to advisory fees.
Main office location
Hinchley Advisory Group, LLC
6746 South Revere Parkway, Suite B 140
Centennial CO 80112, United States
Number of offices
1
Most active in
Hinchley Advisory Group, LLC has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")