Hcm Investors Inc (Erie)


Hcm Investors Inc is an adviser based in Erie. It manages $10 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

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Hcm Investors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hcm Investors: assets under management

The assets under management (AUM) of Hcm Investors Inc is $10 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hcm Investors Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hcm Investors Inc

Katherine Spines has been acting as President since 1 May 1996. Terry Le Robinette joined the executive team most recently as the Vice President.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Katherine Spines President 1 May 1996 75% - 100% 4355254
Terry Le Robinette Vice-president 1 May 1996 Other 4355257

Based in Erie

The principal office where Hcm Investors Inc performs its advisory services is located at 54 Baxter Farm Ln., Erie, CO 80516, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 720-890-8826. The normal business hours are 9am - 4pm on Monday - Friday. You can find more information about the New York firm at hcminv.com.