HCR Wealth Advisors

HCR Wealth Advisors provides discretionary investment supervisory services, financial planning, retirement rollover guidance and consulting to individuals (both non‑high‑net‑worth and high‑net‑worth), as well as pension plans, charitable organizations and corporate clients. The firm constructs and manages portfolios, recommends mutual fund share classes (retail or institutional) and delivers written comprehensive financial plans when engaged.

Advisers at HCR use a mix of fundamental, technical and charting analysis and may employ long‑ and short‑term strategies, options and alternative investments as appropriate to client objectives, tax considerations and risk tolerance. The firm manages individual accounts on a discretionary basis and also implements portfolio management for pooled vehicles, including acting as general partner and investment manager to a private fund (CR Project LLC).

Compared with many team firms, HCR manages nearly $2 billion of client assets across ten advisors, and its ADV discloses activities that are less common among peers—sponsoring and managing a private pooled investment vehicle, participating in custodian referral arrangements (including planned participation in the Robinhood/TradePMR network), and paying referral fees to external promoters. The brochure also discloses receipt of benefits from fund providers and notes a prior SEC settlement in 2019 addressing supervisory deficiencies and subsequent compliance enhancements.