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HINCHLEY ADVISORY GROUP, LLC

A65
CRD 157860·SEC 801-130374·CENTENNIAL, CO
AUM
$193.1M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$579K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HINCHLEY ADVISORY GROUP, LLC
CRD
157860
SEC file #
801-130374
EIN
—
DBA names
—

Economics

AUM
$193.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$154.2M → $193.1M▲ +25%
Client mix
Individuals Other231
Individuals High Net Worth65

Operations

Employees (total)
5
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
CENTENNIAL CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
04/06/2026
ADV-W filed at
—
Website
hinchleyandco.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HINCHLEY, BRUCE, DONALD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HINCHLEY, BRUCE, DONALD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HINCHLEYANDCO.COM
Rdap Domain Creation Date
2008-01-25T04:27:28Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-29T03:59:59Z
Rdap Domain Last Changed
2026-03-30T14:45:37Z
Rdap Nameservers
Ns1065.websitewelcome.comNs1066.websitewelcome.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2285315
Trust Company Affiliate
No

People (1)

1
HINCHLEY, BRUCE, DONALD
IAR · Direct Owner · 87.5%
2285315