Kelly Dowdy

HC ADVISORS LLC

Sandy Springs, GA 30328

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CRD#: 6747420

Professional summary

Kelly Dowdy, CFP® is a registered financial advisor currently at HC ADVISORS LLC located in Sandy Springs, Georgia.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kelly has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 750 Hammond Drive, Bldg. 1, Ste 200 Sandy Springs, Ga. 30328 CPA Firm Managing Partner Start date: 10/18/2004 Hours per month: 120 Client management/Tax practice (2)Happy Ours, LLC, 4194 Wisconsin Drive, Dunwoody, Ga 30338 Vacation Rental - of a Beach Condo purchase in July 2018 Investment Related: Yes - Rental Income Position/Title: Accounting for LLC Start Date:June 2018 Hours devoted to other business: less than 10 hours per month/0 hours during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Dowdy'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: 2012

Experience

Current

February 10, 2017 - Present

HC ADVISORS LLC

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

RIA

CRD#: 165200

Sandy Springs, 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

Georgia
(2/10/2017)

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

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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Kelly Dowdy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Dowdy's CRS (Customer Relationship Summary).

Certified licenses

Experience

HC ADVISORS LLC

Primary Firm SEC Registration

HC ADVISORS LLC

State Registrations and Notice Filings

Exams

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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