HWC FINANCIAL

HWC FINANCIAL of MANCHESTER CENTER, VT is an SEC-registered investment adviser (CRD 299845). Regulatory assets under management: $60.4M.

Registration

• CRD: 299845
• Type: Registered investment adviser
• Location: 4532 MAIN STREET, MANCHESTER CENTER, VT, 05255
• Phone: (802) 227-2279
• Latest filing: 2026-03-17
• Regulatory AUM: $60.4M
• Discretionary AUM: $60.4M
• Clients: 3
• Accounts: 310

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299845 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search