Bruce Hinchley
Advisor at Hinchley Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Hinchley Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Centennial, CO 80112
Credentials
Series 63, Series 65
Industry experience
19 years
Bruce Hinchley is the principal advisor at Hinchley Advisory Group, LLC in Centennial, Colorado, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Procap Equity, Ltd. Outside of advisory work, he is involved in tax preparation and mortgage brokerage through Hinchley & Company. Hinchley Advisory Group provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $193 million using model portfolios and tailored discretionary strategies that incorporate fundamental, technical, and cyclical analysis.
$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 licensed insurance agent are separate and in addition to advisory fees.
Account minimum: No minimum stated; however, accounts below an unspecified minimum may be terminated at firm's discretion
6746 South Revere Parkway, Suite B 140
Centennial, CO 80112
Colorado · Texas
Procap Equity, Ltd
2014 - 2020 (6 years)
Procap Real Estate, Llc
2014 - Present (12 years)
Hinchley Advisory Group, LLC
2011 - Present (15 years)
Procap Lending, Lllp
2009 - 2017 (8 years)
Procap Financial, Lllp
2009 - Present (17 years)
Hinchley & Company
1998 - Present (28 years)
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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.
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