Hippocratic Financial Advisors

Overview

Hippocratic Financial Advisors is an SEC registered investment adviser based in Westlake Village, CA, registered since 2018. It reports $229M in assets under management across 1,645 accounts, with 29 employees. It has 5 investment adviser representatives.

Reported AUM

$229M

Discretionary

100%

Accounts

1,645

Average account

$139K

Employees

29

Advisory reps

5

Registered since

2018

Jurisdictions

13

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Ravi Davis President CRD 5677392
• Gabriel Benjamin Manriquez Chief Compliance Officer CRD 7837684

Advisory reps 3 of 5

• Susan R Copeland Investment Adviser Rep CRD 6222877
• Ravi Singh Davis Insurance Agent · Investment Adviser Rep CRD 5677392
• Deron Roger Dong Insurance Agent · Investment Adviser Rep CRD 5762028

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

30700 Russell Ranch Rd Ste 250
Westlake Village, CA 91362

County

Los Angeles

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: hippocratic.com

Every state, with registration dates

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