Hinchley Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
6746 South Revere Parkway, Suite B 140
Centennial CO 80112
Advisors at this office
1
Most active in
California · Colorado · Texas
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:
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:
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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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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.
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