HSC WEALTH ADVISORS
  • HSC WEALTH ADVISORS
  • THE RETIREMENT & ROLLOVER CENTER
  • MONEYWISE INC
  • HUFF, STUART & CARLTON
  • HUFF & STUART

Adviser Profile

As of Date 08/09/2026
Registration status Terminated
ADV Location FOREST, VA, United States
Contact Info 434 xxxxxxx
Websites
AUM* 449,210,824 25%
of that, discretionary 449,210,824 25%
Number of Employees 10 25%
of those in investment advisory functions 9 13%
Private Fund GAV* 0
Avg Account Size 249,285 19%
% High Net Worth 36.58% 8%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

449M 385M 321M 257M 193M 128M 64M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name BROWN, EDWARDS & COMPANY, L.L.P. Filing Date11/26/2025 Form ADV-E View Report
Accounting Firm Name BROWN, EDWARDS & COMPANY, L.L.P. Filing Date02/28/2025 Form ADV-E View Report
Accounting Firm Name BROWN, EDWARDS & COMPANY, L.L.P. Filing Date10/27/2023 Form ADV-E View Report

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