HScore Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
hScore Advisors serves individual clients, including high-net-worth individuals, and business entities with discretionary portfolio management and a separate subscription service. The firm tailors an Investment Policy Statement for each portfolio management client and manages accounts on a discretionary basis to implement those plans.
The firm’s investment process centers on a patented proprietary methodology called RMAP, which generates a custom client “Risk” score and applies separate scores to individual equities, ETFs, and mutual funds; hScore uses quantitative, fundamental, and technical analysis to construct portfolios from those scored securities. It also offers a subscriber-facing product that provides the same security and client scoring and portfolio recommendations on a DIY basis, with the quantitative model run daily.
Notable differences from many peers include the firm’s small, single-advisor scale (roughly 20 advisory clients and several million in AUM) and its dual business lines of discretionary management plus a paid subscription ratings/pricing service. The firm also requires use of a specific custodian and discloses receipt of related research and services (soft-dollar benefits), a structural feature that can influence trade execution and research access.
Client services
Expertise
Fee options
$10,000 - $2,500,000: 0.60% annually
$50 to $100 per month
Account minimum: $10,000
Main office
2712 Westminster Ave.
Dallas TX 75205
Advisors at this office
1
Most active in
Texas
Also doing business as
Hscore Advisors · Hscore Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting 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.
Forms ADV
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