Hbw Advisory Services LLC

Investment Advisor
in Simi Valley, CA

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About this Advisor

Chad Francis is a financial advisor whose office is in Simi Valley, California. Currently a registered investment advisor with Hbw Advisory Services LLC, Francis has 10 years of work experience. Francis maintains a Series 65 license, qualifying them as an investment advisor representative. Francis is registered to advise customers in California. Over the course of their career, they have held roles at Gordon Biersch and Cal Sierra Fence. Hbw Advisory Services LLC is located in Simi Valley, California, and has 45 other offices throughout the nation. In aggregate, Hbw Advisory Services LLC oversees $534 million in assets across 7,103 accounts and retains more than 57 people. The firm's total assets under management places it among the bigger financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 7,103 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Hbw Advisory Services LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

3355 Cochran Street Suite 100
Simi Valley, CA 93063

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Hbw Advisory Services LLC Brokerage Details

Total Assets Under Management


CA Average: $7,578,581,321
Total Number of Employees


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Chad Francis Work History

Chad has 10 years of experience.

2011 - Present (10 years)

Gordon Biersch

2010 - 2011 (1 year)

Cal Sierra Fence


Chad Francis has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Hbw Advisory Services LLC

Stephen Foley
Simi Valley, CA
William Rudkin
Simi Valley, CA
Chad Cosens
Simi Valley, CA
Chad Francis
Simi Valley, CA
Kerri Herlick
Saratoga Springs, NY
Brian Malkinson
Simi Valley, CA
Kyra King
Simi Valley, CA
Jeffrey Dennison
Madison, AL

This content was compiled from the SEC and FINRA.

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