Daniel C. Henning

HC ADVISORS LLC

Sandy Springs, GA 30328

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CRD#: 2878734

Professional summary

Daniel Christopher Henning, CFP®, who also goes by Daniel Henning, is a registered financial advisor currently at HC ADVISORS LLC located in Sandy Springs, Georgia.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Daniel has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Henning

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Henning Dowdy & Jones LLC is an accounting firm in which Mr. Henning is a senior partner. Time spent on accounting activities varies. K/n/a Henning & Associates

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Christopher Henning's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

August 22, 2012 - Present

HC ADVISORS LLC

Office #1: 750 Hammond Drive Building 1, Suite 200, Sandy Springs, GA 30328

RIA

CRD#: 165200

Sandy Springs, GA

Past

March 31, 2003 - October 11, 2012

PFM CAPITAL MANAGEMENT LLC

RIA

CRD#: 106390

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HC ADVISORS LLC

CRD#: 165200 / SEC#: 801-77058

RIA

Registered Investment Advisory firm - (8/22/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/28/2013)

IAR

Georgia
(8/22/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/17/1997

Uniform Investment Adviser Law Examination

Current Firm

HC ADVISORS LLC

CRD#: 165200 / SEC#: 801-77058

RIA

Registered Investment Advisory firm - (8/22/2012 Approved)

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Contact information

Main Address

750 Hammond Drive Building 1, Suite 200, Sandy Springs, GA 30328

Mailing Address

Phone number

(404) 705-4593

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HC ADVISORS LLC PART 2 BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	751
AUM (Assets Under Management)	$ 491,508,088

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel C. Henning

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Christopher Henning's CRS (Customer Relationship Summary).

Certified licenses

Experience

HC ADVISORS LLC

PFM CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

HC ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/1997

Current Firm

HC ADVISORS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HC ADVISORS LLC

TRUST BUT VERIFY

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