H
HScore Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,910,000
Clients
20
80% high-net-worth
Advisors
1
of 3 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
20
LowAverage account size
$345,500
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
Portfolio management
Security ratings or pricing
Expertise
Passive / index investing
Active portfolio management
Fee options
$10,000 - $2,500,000: 0.60% annually
$50 to $100 per month
Account minimum: $10,000
Main office location
HScore Advisors LLC
2712 Westminster Ave.
Dallas TX 75205, United States
Number of offices
1
Most active in
HScore Advisors LLC has reported serving >5 clients in these states in the last 12 months.
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 not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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